We have a strong “protect and grow” philosophy.
We currently advise a number of high net-worth family groups who have accumulated significant wealth. We also advise individuals with an income capacity that should enable them to accumulate substantial wealth when guided in an appropriate manner.
HLB Mann Judd Melbourne handles the necessary tasks of specialist accounting and taxation services, with a strong focus on the business structure that is appropriate for each client to “protect and grow” their wealth. Where appropriate, we connect our clients to our network of advisers, including wealth advisory, banking, information technology, estate planning and private equity, to help them achieve their goals.
Many of the Melbourne firm’s clients have businesses that have been sold or are in the process of being sold, and the accumulated wealth is to be transferred to the next generation and beyond. Together with estate planning advice, this is a speciality of the firm.
Some of our clients include medical, legal and finance professionals, as well as senior executives in large listed organisations both in Australia and abroad.