Apt Private Capital

We know that as wealth accumulates, so does the complexity of wealth management and wealth preservation. We work closely with you and your family to build, grow, and protect your wealth. And when you are ready, we will help you plan for its effective transfer to the next generation.

Apt Private Capital has a long history of helping families manage their investments and their multi-generational wealth strategies. Our dedicated team will take the time to understand your vision, and will utilise our network of experts and work closely with your trusted partners to ensure your vision becomes a reality.

 

Contact an Apt Private Capital Adviser

We understand your challenges

How do I slow down and enjoy life?

How do I slow down and enjoy life?

What is my succession plan?

What is my succession plan?

Is my wealth adequately protected?

Is my wealth adequately protected?

What will my legacy be?

What will my legacy be?

Our Services

    • Family Succession
      We work with you and your family to get a deep understanding of your vision, goals, family objectives and dynamics. From there, we create a bespoke strategy to help you grow and protect your family’s wealth and your legacy.
    • Family Governance
      Your Family Governance Plan will guide your family to work together towards a shared vision. Roles and responsibilities will be allocated to different family members, and the process for making decisions will be agreed. We will also help you to manage your family office and your business, make investment decisions and oversee your philanthropic interests.

    • Retirement Planning
      Retirement looks different for everyone. For some, it is a point in time when work stops, and a new phase of life begins. For others it can be a gradual phasing out of work. Whatever your circumstances, our goal is to help you maximise this exciting stage of life.

    • Investment Management and Asset Allocation
      We work with you to select the right options to suit your investment requirements. Our asset allocation is based on providing the right asset mix, whilst balancing risk versus long-term return. We regularly evaluate your asset allocation, ensuring that it continues to work for you.

    • Asset Structuring and Risk Management
      Securing the right choice of legal structure for your investments makes a long-term impact on your family. When we plan your investment assets, we help you create ownership structures that facilitate business succession, estate planning, taxation and asset protection. Having the right insurance cover will protect you, your family and your business from life’s uncertainties. Our risk specialists have solutions to cover you and your family’s personal needs and those of your business.
    • Tax Planning
      Taxation rules and regulations can be complex and change regularly. Our advisers will work with you to ensure that your investments and assets are tax effective.
    • Estate Planning
      Estate planning is an important step in ensuring your affairs are in order. We will work with your trusted advisers to guide you on the most tax-effective method of distribution. We can also help you to set up a trust for your beneficiaries, providing both protection and taxation benefits.

    • Philanthropic services
      Many of our clients want to give back to the community. Our advisers can help you give to these causes in the most effective way. Our services include structuring your giving, establishing and managing charitable trusts, finding suitable causes to support and helping you leave a legacy through your will.

    Family Succession

    We work with you and your family to get a deep understanding of your vision, goals, family objectives and dynamics. From there, we create a bespoke strategy to help you grow and protect your family’s wealth and your legacy.

    Family Governance

    Your Family Governance Plan will guide your family to work together towards a shared vision. Roles and responsibilities will be allocated to different family members, and the process for making decisions will be agreed. We will also help you to manage your family office and your business, make investment decisions and oversee your philanthropic interests.

    Retirement Planning

    Retirement looks different for everyone. For some, it is a point in time when work stops, and a new phase of life begins. For others it can be a gradual phasing out of work. Whatever your circumstances, our goal is to help you maximise this exciting stage of life.

    Investment Management and Asset Allocation

    We work with you to select the right options to suit your investment requirements. Our asset allocation is based on providing the right asset mix, whilst balancing risk versus long-term return. We regularly evaluate your asset allocation, ensuring that it continues to work for you.

    Asset Structuring

    Securing the right choice of legal structure for your investments makes a long-term impact on your family. When we plan your investment assets, we help you create ownership structures that facilitate business succession, estate planning, taxation and asset protection. Having the right insurance cover will protect you, your family and your business from life’s uncertainties. Our risk specialists have solutions to cover you and your family’s personal needs and those of your business.

    Tax Planning

    Taxation rules and regulations can be complex and change regularly. Our advisers will work with you to ensure that your investments and assets are tax effective.

    Estate Planningn

    Estate planning is an important step in ensuring your affairs are in order. We will work with your trusted advisers to guide you on the most tax-effective method of distribution. We can also help you to set up a trust for your beneficiaries, providing both protection and taxation benefits.

    Philanthropic Services

    Many of our clients want to give back to the community. Our advisers can help you give to these causes in the most effective way. Our services include structuring your giving, establishing and managing charitable trusts, finding suitable causes to support and helping you leave a legacy through your will.


    • Business Succession Planning
      Planning the succession of your business can be emotional and fraught with anxiety. Our advisers will work with you to map out a clear succession plan, minimising the risk to your business and ensuring your successful transition to retirement.

    • Family Governance
      Your Family Governance Plan will guide your family to work together towards a shared vision. Roles and responsibilities will be allocated to different family members, and the process for making decisions will be agreed. We will also help you to manage your family office and your business, make investment decisions and oversee your philanthropic interests.

    • Retirement Planning
      Retirement looks different for everyone. For some, it is a point in time when work stops, and a new phase of life begins. For others it can be a gradual phasing out of work. Whatever your circumstances, our goal is to help you maximise this exciting stage of life.
    • Investment Management and Asset Allocation
      We work with you to select the right options to suit your investment requirements. Our asset allocation is based on providing the right asset mix, whilst balancing risk versus long-term return. We regularly evaluate your asset allocation, ensuring that it continues to work for you.
    • Multi-Generational Wealth Planning
      We work with you and your family to get a deep understanding of your vision, goals, family objectives and dynamics. From there, we create a bespoke strategy to help you grow and protect your family’s wealth and your legacy.
    • Asset Structuring and Risk Management

      Securing the right choice of legal structure for your business and investments makes a long-term impact on your family.When we plan your business and investments assets we help you create ownership structures that facilitate business succession, estate planning, taxation and asset protection.Having the right insurance cover will protect you, your family and your business from life’s uncertainties. Our risk specialists have solutions to cover you and your family’s personal needs and those of your business.
    • Tax Planning
      Taxation rules and regulations can be complex and change regularly. Our advisers will work with you to ensure that your investments and assets are tax effective.
    • Estate Planning
      Estate planning is an important step in ensuring your affairs are in order. We will work with your trusted advisers to guide you on the most tax-effective method of distribution. We can also help you to set up a trust for your beneficiaries, providing both protection and taxation benefits.

    • Philanthropic services
      Many of our clients want to give back to the community. Our advisers can help you give to these causes in the most effective way. Our services include structuring your giving, establishing and managing charitable trusts, finding suitable causes to support and helping you leave a legacy through your will.

    Business Succession Planning

    Planning the succession of your business can be emotional and fraught with anxiety. Our advisers will work with you to map out a clear succession plan, minimising the risk to your business and ensuring your successful transition to retirement.

    Family Governance

    Your Family Governance Plan will guide your family to work together towards a shared vision. Roles and responsibilities will be allocated to different family members, and the process for making decisions will be agreed. We will also help you to manage your family office, your business, make investment decisions and oversee your philanthropic interests.

    Retirement Planning

    Retirement looks different for everyone. For some, it is a point in time when work stops, and a new phase of life begins. For others it can be a gradual phasing out of work. Whatever your circumstances, our goal is to help you maximise this exciting stage of life.

    Investment Management and Asset Allocation

    We work with you to select the right options to suit your investment requirements. Our asset allocation is based on providing the right asset mix, whilst balancing risk versus long-term return. We regularly evaluate your asset allocation, ensuring that it continues to work for you.

    Multi-generational Wealth Planning

    We work with you and your family to get a deep understanding of your vision, goals, family objectives and dynamics. From there, we create a bespoke strategy to help you grow and protect your family’s wealth and your legacy.

    Asset Structuring

    Securing the right choice of legal structure for your business and investments makes a long-term impact on your family. When we plan your business and investments assets we help you create ownership structures that facilitate business succession, estate planning, taxation and asset protection. Having the right insurance cover will protect you, your family and your business from life’s uncertainties. Our risk specialists have solutions to cover you and your family’s personal needs and those of your business.

    Tax Planning

    Taxation rules and regulations can be complex and change regularly. Our advisers will work with you to ensure that your investments and assets are tax-effective.

    Estate Planningn

    Estate planning is an important step in ensuring your affairs are in order. We will work with your trusted advisers to guide you on the most tax-effective method of distribution. We can also help you to set up a trust for your beneficiaries, providing both protection and taxation benefits.

    Philanthropic Services

    Many of our clients want to give back to the community. Our advisers can help you give to these causes in the most effective way. Our services include structuring your giving, establishing and managing charitable trusts, finding suitable causes to support and helping you leave a legacy through your will.

Our Approach

Develop a deep understanding

We work with you to create a family brief which outlines your family’s goals and objectives. From there, we conduct a series of family meetings to get a deep understanding of the dynamics and the long-term objectives for the entire family and each individual member.

Design a bespoke family strategy

With a deep understanding of your vision, goals, family objectives and dynamics, we create a bespoke strategy that maps out our approach, ensuring we grow and protect your wealth and your legacy.

Work closely with your trusted partners

We understand the importance of holistic advice. We will work closely with your trusted partners, utilising our specialist consultants and partners to facilitate and advocate for your family, ensuring you achieve your vision and plan for the future.

Read our latest news and market insights

How do I ensure my wealth will effectively transfer to my beneficiaries?

By Andrew Dunbar | September 8th, 2020

When we talk about financial goals and future planning with our clients, a common question or priority is about wealth transfer to beneficiaries. For many, it’s not only about ensuring...

Read more

Helping your adult children and grandchildren with the financial impact of COVID-19

By Andrew Dunbar | July 9th, 2020

Many parents across Australia relish the opportunity to help their adult children and spend more time with the grandkids by providing childcare, but during COVID-19, much of this came to...

Read more

More than business: how should business owners approach their finances during a crisis?

By Preston Foster | May 12th, 2020

For business owners, particularly those in smaller or family-owned companies, personal and business finances are often heavily intertwined. For many, COVID-19 has presented significant challenges; for others, there may have...

Read more

Tips for maintaining corporate culture when working remotely

By Andrew Dunbar | April 21st, 2020

With the onset of the COVID-19 pandemic, many of us have been asked to make the shift to a virtual working environment with little or no notice. In this climate,...

Read more

Providing a service you can trust, we’re here to help.

Get in Touch

Contact Us Client Portal