Whitehawk provide clarity and certainty in a complex world.
At Whitehawk Advisors we act as your Personal CFO. We work with your existing investment advisor and provide a clear and independent source of advice on wealth accumulation and financial strategies. We complement your financial advisor by overlaying our commercial, financial and taxation knowledge to give you a well-rounded view of the world.
If you are time poor we will also assist you in managing your day to day financial affairs – whether it’s paying your bills, accounting for your investments and taxes each year or simply ensuring that you are complying with your statutory financial obligations. We will ease your mind and give you back your time and the freedom to focus on what you enjoy and do best.
Asset Protection and Estate Planning
As a High Net Worth Individual your assets are at greater risk of claims from third parties. It is, therefore, important to ensure that your wealth is protected.
Asset protection strategies can be as simple or as complex are your circumstances require. At Whitehawk Advisors we work with you to develop and implement a strategy to suit your needs.
You have worked to accumulate wealth over your lifetime for you and your family, but what happens when you die? Are your beneficiaries at risk of losing the wealth as a result of their own actions or others? Is there a risk of a dispute regarding your assets on your death?
“What happens to your share of the business?”
“Is your legacy in jeopardy?”
A properly structured Will can take into account your wishes and provide a degree of protection for your family’s wealth when you are gone. At Whitehawk Advisors we assist you in developing an Estate Plan that considers your personal circumstances, structures, and wishes. The Estate Plan is used in drafting your Wills and is a plain English record of your wishes.
Tax and Superannuation
Taxation and Superannuation is an important part of the environment in which you accumulate your wealth and manage your financial affairs. It is, therefore, important to consider both when making financial decisions.
The team at Whitehawk Advisors are specialists in Tax and Superannuation. We see the Taxation and Superannuation framework as tools to assist us in helping you achieve your personal financial goals.
We provide tax advice in relation to, amongst other matters, the most appropriate structures for tax effective wealth accumulation, tax residency and international taxes, superannuation accumulation and pension strategies, and capital gains.
Our deep understanding of the law allows us to guide you to the right decisions and provide clarity and certainty in a complex world.
Structural Health Checks
Our Structural Health Checks are designed for Business Owners and High Net Worth Individuals to help them grow and protect their wealth over time.
The Structural Health Check identifies issues of concern early and gives you the ability to act before they become serious problems
Questions a Health Check will address are:
- is your business structure optimal, taking into account your goals?
- does your business structure take into account growth strategies?
- does your business structure allow to you tax tax efficiently extract wealth?
- is your personal investment/asset holding structure appropriate?
- are your assets properly protected?
- are you using your structure to the best of its potential?
- are there tax risks associated with your structure?
- are there tax efficiency that are being overlooked?
- is your investment structure appropriate for long term wealth accumulation wealth accumulation for your family?
- how does your structure fit with your estate plan estate plan?
The extent of the Structural Health Check is determined by your needs and what concerns you.
Contact Whitehawk Advisors today and allow us to guide you to the financial right decisions.