Family Investment Office
Crafting your personalised roadmap to financial prosperity.
Institutional Discipline. Family Values.
Managing family wealth with scale and sophistication requires more than traditional advice—it requires a private, trusted partner who operates with institutional rigour and personal alignment. Our Family Investment Office service offers consolidated oversight, tailored governance, and multi-generational strategies that protect your legacy while promoting unity. One family, one vision, one point of control.
Virtual family office
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Integrated, holistic advice – from a dedicated team who understands your unique circumstances, priorities, and long-term vision.
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Full flexibility to collaborate with your trusted advisers – whether accountants, legal counsel, or investment professionals.
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Streamlined governance and administration support – including policy frameworks, structured meeting coordination, and consolidated asset reporting.
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A modular structure that lets you scale services up or down – ensuring your solution is always tailored, never templated.
Tailored services for your family’s wealth
Lightbulb works with your family to formulate the vision, design the guidelines and implement the framework required to manage your family’s wealth.
Holistic Investment Management
We take a whole-of-wealth view—curating and managing investment portfolios that align with your financial objectives, values, and long-term goals. With access to institutional-grade opportunities across public and private markets, our approach is designed to preserve capital, grow wealth, and adapt to life’s evolving complexities.
Trusted Partners
We recognise the value of established relationships. Our collaborative model allows us to work alongside your existing advisers—whether accountants, lawyers, or other professionals—to ensure strategic alignment and consistency across all facets of your wealth.
Governance
Clarity and accountability are essential when managing complex wealth structures. We support the establishment and maintenance of governance frameworks, assisting with policy development, family charters, and decision-making processes that uphold both intent and integrity across generations.
Reporting and Administration
Consolidated, accurate reporting provides the visibility required for confident decision-making. We deliver streamlined, timely insights across all your entities and assets, along with support for meeting preparation, record-keeping, and day-to-day administration.
Sustainable Investing & Philanthropy
Your wealth is a platform for impact. Whether you’re focused on ethical investing, ESG integration, or building a meaningful philanthropic legacy, we help align your capital with your conscience—ensuring your wealth reflects your values and drives lasting change.
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We are delighted that you are getting in touch with us. We value open communication and are committed to providing you with the highest level of customer service.