Managing a family office is a highly specialised service which requires the expertise of a competent and experienced team.

Unity Fund Services provides services to some of Australia’s wealthiest families. Working in collaboration with One Investment Group, we provide family and multi family office services such as:

Professional Trustee services:

  • Establishment of a trust to assist the family with safeguarding of the family’s assets
  • Operating a fund or trust structure allows the family office to be nimble and opportunistic when deploying capital and participating in venture capital raisings and private market transactions
  • With Global custody solutions, we can help family offices to manage their overseas investments

Fund administration services:

  • Streamline reporting and processing of their investment holdings and fund structures
  • Through the use of the best available technology and professional personnel, investors can be confident that the capturing of corporate actions and reconciliation of portfolio holdings are accurate and relevant reports are produced on time
  • Provide specific tax reporting for completion of tax returns
  • KYC, AML, FATCA & CRS reporting for Co investment structures

We work with a number of external lawyers and tax advisors who specialise in family office services and are focused on providing a solution with a shared mission and purpose beyond generating a profit.

Want more information about the Fund Accounting & Tax services we can provide?