Robert Carson Email & Phone Number

A trusted adviser to families for over 20 years, I provide Australian families with the confidence and peace of mind that comes from having an experienced adviser who understands their unique needs and can guide them through the wealth journey.Independent and unaligned to any service provider, I represent and advocate for my clients when dealing with professional services, such as wealth managers, accountants and legal services. By coordinating these services for my clients, I bring together a truly holistic view to achieve the best outcomes for each and every client - It is the truly seamless coordination of a family's financial affairs.I bring an institutional approach to family wealth. From the tendering of professional services to meet the client's needs, to establishing governance principals via the establishment of Family Councils, drafting of investment policy statements and addressing a family's philanthropic desires.My services are suited to families who value a single trusted adviser to manage their financial affairs of more than A$5 million of net assets. Often, my clients are new to their wealth management journey, or for those who do not have the time to commit their attention to their financial affairs.#wealthmanagement #familyoffice #insutitionalinvesting #philanthropy #investmentpolicy #accounting #estateplanning #mergersandacquisitions