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Real estate investment
Private equity and special situations investment
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Receiverships, administrations and liquidations
Giving financial peace of mind, now and in the future.
For example, a family member may manage your finances. If they die, you need someone to help the surviving spouse and next generation manage your finances.
On the death of the surviving spouse, you need someone to manage the transition of assets in line with your succession wishes.
KM Private Clients can develop a strategy to transition responsibility for managing your personal finances.
For ‘self-managing’ clients, we can be engaged to carry out a ‘watching brief’. Ensuring your strategy will meet your financial objectives and that your paperwork is sound.
With an in-depth knowledge of your finances, we can advise you if and when:
Here, we ensure your after-tax income meets your day-to-day living needs. We also manage your assets when you no longer wish to or are mentally incapable of doing so yourself.
Our in-depth service is appropriate if you would like more help managing your personal financial strategy. Think of us as your personal CFO, giving peace of mind that:
KM Private Clients
Rialto South Tower
Level 31, 525 Collins Street
Melbourne VIC 3000
+61 3 8623 3333