HLB Mann Judd Melbourne has a “protect and grow philosophy” when assisting high net-worth individuals (HNWI’s) who are clients of the firm.
We currently advise a number of HNWI’s who have accumulated significant wealth. We also advise individuals who have an income capacity that should enable them to accumulate significant wealth if guided in an appropriate manner.
HLB Mann Judd Melbourne assists with 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. We connect our clients, where appropriate, to our network of advisers including wealth advisory, banking, information technology, estate planning and private equity to assist them in achieving their goals.
Many of the Melbourne HNWI clients have businesses that have or are being sold and wealth that has accumulated is to be transferred to the next generation and beyond. This together with estate planning advice is a speciality of the firm.
Some of our HNWI clients include medical, legal and finance professionals as well as senior executives in large listed organisations in Australia and abroad.