DLK Advisory has a wealth of experience managing family office services for high net worth family groups. Our core satellite offering provides a full range of services to assist them protect and build their wealth, meet their financial obligations and plan for future generations.
Core Services
Our core services include:
- Administration, Bill Paying and Cash Flow Management
- Accounting and Tax Compliance
- Board Advisory services
- Estate Planning
- Succession/Generational Planning
Satellite Services
Satellite services offered through our strategic partners and managed under our DLK Family Office umbrella include:
- Investment Advisory Services
- Superannuation
- Risk and General Insurance
- Lending and Finance