who we serve
We serve as advisers to families in their entirety, as well as guide and advise individual members and subgroups that constitute the family’s ecosystem.
New wealth for individuals and families
For families and individuals who are new to wealth, figuring out how to deal with it and establish stewardship for generations can be overwhelming.
We provide guidance and education to help these clients understand their financial situation, make informed decisions, and set up structures that will preserve and grow their wealth for future generations.
Business owners
We understand that business families often face the challenge of separating and professionalising their family governance, assets, and activities from the business.
Our team provides strategic advice and practical solutions to help these families manage their wealth and business interests separately, ensuring a balanced approach to wealth management and business growth.
Sayers is uniquely positioned to provide advice and develop strategies for business owners across the different stages of their business and personal lives:
- Growing the business
- Transitioning the business
- Life after transition
Multigenerational families
One of the biggest challenges wealthy families face is maintaining their wealth over generations.
Due to cost and complexity, multigenerational families may seek external expertise for managing shared wealth and family office activities. We offer a comprehensive suite of advice and services to manage these complexities.
Our multi-skilled team and resources can alleviate the operational burdens, reduce costs, and ensure the smooth management of wealth across generations.
Global families and private investment offices
We understand that global families seeking to build and manage wealth in Australia require trusted advisers with deep local expertise and a global perspective.
Our team is uniquely positioned to provide comprehensive support, combining intimate knowledge of the Australian market with extensive experience in global wealth management.
We offer tailored strategies that address the complexities of cross-border investments, tax planning, and regulatory compliance, ensuring that our clients’ wealth is not only preserved but also thrives across generations.
Executives and entrepreneurs
We understand the unique journey of those who accumulate significant wealth through equity linked compensation and concentrated positions in their businesses.
Our team provides specialist advice and co-ordinate others as and when needed, to ensure the executives and entrepreneurs have comprehensive and integrated support to help them maximise and manage their wealth.
Impact investors
At Sayers, we recognise the importance of responsible and impact investing. We help investors who are passionate about making a positive difference by aligning their financial goals with their values.
Our team provides expert guidance on creating and managing portfolios that not only seek financial returns but also generate measurable social and environmental impact. We offer tailored investment strategies that focus on sustainable and ethical investments, ensuring that your wealth contributes to meaningful change while achieving your financial objectives.
Women managing family wealth
We are committed to empowering women to take control of their financial futures. We understand the unique challenges and opportunities that women face in managing family wealth and building financial security.
Our team provides tailored advice and education to help women make informed financial decisions, set and achieve their financial goals, and build confidence in their financial management skills.
We offer personalised strategies that address the specific needs of women, from career planning and investment strategies to retirement planning and wealth preservation. By fostering financial literacy and independence, we aim to support women in creating and sustaining wealth for themselves and future generations.