Wealth

Build it. Protect it. Transfer it with intention.

As your financial life becomes more complex, decisions about investments, tax, family, property and legacy need to work together.

About this service

Understand what the service offers and how it can help you.

What it is

As your financial life becomes more complex, decisions about investments, tax, family, property and legacy need to work together.

Who it is for

Families, professionals and business owners whose wealth decisions span several assets, structures or generations.

How Stratum offers it

Stratum acts as the coordinating relationship, bringing the right authorised advisers and legal, tax and fiduciary specialists to the table when needed.

The benefits

This service can support the outcomes that matter to you.

Bring complexity into one view

Protect family wealth

Plan succession

Create an intentional legacy

Your experience

We guide you through a clear and connected process.

Consolidate

Assets, liabilities, structures and family priorities are mapped.

Plan

A connected wealth strategy establishes priorities and responsibilities.

Convene

Relevant investment, legal, tax and fiduciary specialists are coordinated.

Steward

The plan is revisited across generations and major life decisions.

What we can bring together

We coordinate the specialist capabilities your plan requires.

Financial needs analysis

Investment and risk planning

Cash-flow and education planning

Wills and trusts

Succession planning

Estate administration coordination

For Stratum Private Clients

Your service, connected through
one relationship.

This service is offered to Stratum Private Clients as part of a coordinated relationship. The Stratum Private Clients App is intended to bring your request, financial position, relevant provider information and ongoing support into one clear view.

Legal, tax, fiduciary and regulated financial services are provided by the relevant qualified and appropriately authorised specialists.

Explore the Private Clients App

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Private Clients

One relationship for a life that does not fit into silos.