Keystone Private
Australia
Multi-family office
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Employees
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30+
Keystone Private, a leading Australian Multi-Family Office, specialises in managing complex family continuity and wealth transition. They offer tailored solutions to unique family challenges, aspirations, and assets, aiming to demystify processes and reduce emotional burdens. Services include generational transition, estate planning, education programs, executor and trustee services, philanthropic programs, conflict resolution, family forums, independent representation on family boards or advisory panels, and divorce management, supporting families through immediate crises and long-term planning.
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About Keystone Private
Keystone Private, established in 2004, is Queensland's premier multi-family office. Originating as a Family Office for a single high net worth client, the firm has since evolved into a multi-family office, managing the wealth of over 35 families with a dedicated team of over 30 staff.
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Executive Committee
David Jackson
Lesa Jackson
What sets Keystone Private apart
Keystone Private Wealth stands apart through its commitment to independence, reflected in its tailored, strategic advice across all asset classes. It outperforms with its buy-side independence, access to all asset classes, cost-effective strategies, capital preservation focus, rational investment thinking, long-term view, unique deal access and comprehensive wealth management coordination. Rejecting a one-size-fits-all approach, they favour retainer-based fees, eschew referral fees and commissions, and offer access to the best market participants with transparent structures and reporting. This independence is paramount to their client-focused philosophy.
- http://www.keystoneprivate.com.au/
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