Theá Advisory is a multi-family office, we act as our client’s personal Chief Financial Officer and finance team. We work with a diverse range of ultra-high-net-worth women and their families across Australia.
Our clients include self-made entrepreneurs approaching a significant liquidity event, next-generation heirs inheriting substantial wealth, and women who have taken primary responsibility for managing their family’s finances - particularly after major life transitions such as divorce or widowhood.
First and foremost, we take the time to understand our client’s values, purpose and goals and we then tailor our services accordingly. Our services include but are not limited to: Family Office Strategy & Governance, Cashflow/Liquidity Forecasting, Financial Accounting & Reporting, Taxation, Philanthropy, Estate Planning, Succession Planning, Lifestyle Administration, Next-Generation Engagement and Coordination of Professional Advisors.
Company Details
- Employees
- 7
- Founded
- 2024
- Address
- Strategy & Governance
- Industry
- Accounting
- NAICS
-
Accounting, Tax Preparation, Bookkeeping, and Payroll ServicesOffices of Certified Public AccountantsTax Preparation ServicesPayroll ServicesOther Accounting Services
- Website
- http://www.theaadvisory.com.au
Theá Advisory Questions
Theá Advisory's website is http://www.theaadvisory.com.au
Theá Advisory's LinkedIn profile is https://www.linkedin.com/company/thea-advisory
Theá Advisory has
7 employees.
View email and phone details for 7
employees at Theá Advisory.
Theá Advisory's industry is
Accounting
Theá Advisory's top competitors are
Fiftyone Capital,
Fiveight,
Wyloo,
Chief Executive Women (Cew),
Minderoo Foundation,
Capital Partners Private Wealth Advisers,
Delta Sierra Consulting (Dsc-It),
Hall Road Investments,
Tattarang,
Famille Capital.
Theá Advisory's categories are Accounting
Theá Advisory's founding year is 2024
