Key Services

Who We Advise

Our mission is to apply our extensive experience to provide solutions to our clients, which include:

  • High wealth individuals and family groups
  • Foreign controlled business operating in Australia
  • Growing and mature businesses
  • Business expanding overseas
  • Other accounting firms
  • Other professionals seeking specialist taxation advice

TAXATION, PLANNING AND ADVICE YOU CAN TRUST

There’s no room for shortcuts when it comes to protecting your personal wealth or the financial performance and security of your business. That’s why Trove Group offers a comprehensive range of professional services, each tailored specifically to your needs and circumstances.

Our team all have a proven reputation for results and a wealth of expertise in the following areas:

  • Taxation advice
  • Tax audit management
  • Superannuation consulting
  • Asset Protection (personal and business assets) and estate planning
  • Restructuring of corporate and business operations
  • Birth, death, divorce and other personal/family-related events
  • Charitable Trusts and Private Ancillary Funds (including provision of responsible person)

FAMILY OFFICE SERVICES

At Trove Advisory Group we understand the importance of preserving wealth through generations.  It’s important to help families and individuals navigate complex challenges and decisions within a family enterprise.

Why set up a family office?

A Family Office allows families to manage their affairs as a collective unit.   There is a need for careful advice and planning on how to best manage the income and capital that is generated by the family structure. It’s important to really understand the Family Office dynamics so that we can help manage professional and personal interests, consider succession planning and life event impacts, have a clear process for dispute resolution and establish appropriate governance for the Office.

We can also assist in managing any conflicting views or options between family members by acting as an intermediary in these discussions. Having access to a full range of business and financial services means we can quickly access specialists to assist the Family Office in meeting their objectives.

A sounding board for your intergenerational family

family-office-diagram