Libertate Family Office
Brisbane family office run by chartered accountants, serving family business owners, professionals and executives with accounting, structuring, portfolio and succession advice.
Identity
- HEADQUARTERS
- Brisbane, Australia
- FOUNDED
- 2010
- OUTSIDE CAPITAL
- Yes — also manages others' money
Overview
Libertate Family Office Pty Ltd (ABN 61 136 628 852, active since April 2010) is based at Waterfront Place in Brisbane. Its team, trained as chartered accountants and consultants, serves family business owners, professionals and executives. Services cover accounting and tax, structuring through companies, trusts and super funds, building investment portfolios, family governance and education, succession planning, business sale and philanthropy, plus concierge services. It does not describe making direct investments of its own.
People
- Grant WallaceFounder and Director · source
- Daniel WallaceFinancial Adviser · source
Frequently asked questions
Libertate Family Office is a multi family office based in Brisbane, Australia, founded in 2010.
Libertate Family Office does not publicly state whether it puts its own money into companies or invests through funds.
Key people at Libertate Family Office include Grant Wallace (Founder and Director) and Daniel Wallace (Financial Adviser).
Yes. Libertate Family Office manages capital from outside investors.