High Net Worth Individuals & Family Groups
Accounting & Tax Advice for High Net Worth Individuals & Family Groups in Australia
Complex wealth requires more than compliance. It requires a trusted adviser who understands the full picture, including the structures, the relationships, the risk and the long-term objectives. One who can deliver strategic, integrated counsel with absolute discretion.
Economos advises high net worth individuals, families and private groups across Australia and internationally. With over 40 years of experience and recognition as an AFR Top 100 Accounting Firm, we provide the senior-led tax, structuring and wealth advisory services that protect and grow what our clients have built across generations.
Who We Work With
We act for Australian and international private clients with complex financial affairs, including:
- High net worth individuals and business founders
- Multi-entity family groups and private wealth structures
- Property investors and property developers
- Family offices and private investment vehicles
- Senior executives, professionals and directors
- Trustees of discretionary trusts and self-managed super funds (SMSFs)
- Individuals with significant investment portfolios or offshore interests
Our clients typically hold assets across multiple structures – companies, trusts, SMSFs and investment entities and require an adviser who understands how these elements interact, and how decisions in one area affect outcomes across the whole.
Our Approach to High Net Worth Advisory
Advising high net worth individuals and families is not transactional. It is continuous, relationship-driven and deeply tailored to each client’s circumstances, goals and values.
We take the time to understand your broader objectives, whether commercial, personal and intergenerational, and provide advice that is:
- Strategic, not reactive – anticipating issues and opportunities before they arise
- Integrated across tax planning, structuring, succession and compliance
- Commercially grounded, with a focus on enduring outcomes rather than short-term fixes
- Delivered with absolute confidentiality and discretion at every stage
Many of our client relationships span decades and multiple generations. We understand that trust is earned over time, and we work hard to maintain it.
Working Alongside Your Broader Advisory Team
High net worth clients typically work with multiple advisers. We understand that role and we fulfil it well, ensuring that tax, structure and compliance decisions integrate seamlessly with the broader advice you receive.
We regularly work alongside private bankers, investment advisers, estate planning lawyers, corporate lawyers and family office professionals. Our job is to ensure nothing falls through the gaps, and that every decision is made with a full picture in view.
Why High Net Worth Clients Choose Economos
- AFR Top 100 Accounting Firm with over 40 years advising private clients
- Deep expertise in high net worth tax planning, structuring and family group advisory
- Senior-led engagements – you deal directly with experienced chartered accountants, not junior staff
- Proactive, forward-looking advice that anticipates change rather than reacting to it
- Clear, commercial communication, not just technical answers
- Absolute discretion and confidentiality as a foundation of every client relationship
- Long-term relationships built on trust, outcomes and genuine understanding of your objectives
We understand that significant wealth brings both opportunity and complexity. Our focus is to simplify that complexity — while protecting what matters most.
Accounting & Tax Advice for High Net Worth Individuals & Family Groups in Australia
Our comprehensive accounting and tax services for high net worth individuals and family groups include:
Contact our High Net Worth Tax Advisors in Sydney
Economos is staffed by a passionate team of accounting and finance professionals. Our experienced and globally connected Directors oversee a team of over 50 chartered accountants and certified financial advisors who are personally invested in our clients’ success.
Frequently Asked Questions
High net worth individuals and families typically hold wealth across multiple entities – trusts, companies, SMSFs and investment structures, and face a level of tax and structural complexity that goes well beyond a standard tax return. A specialist high net worth accountant provides proactive, integrated advice across all of these areas simultaneously, with a focus on long-term wealth preservation, tax minimisation and intergenerational planning. At Economos, that advice is always delivered at a senior level
We don’t define high net worth by a single threshold. Our private clients typically hold net assets of $2 million or more, or operate through complex group structures with significant tax and compliance obligations. The key indicator is complexity- if your financial affairs involve multiple entities, significant investment or business interests, or intergenerational planning requirements, we are likely well suited to advise you.
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Discretion is fundamental to everything we do. All client information is treated with strict confidentiality as a matter of professional obligation and personal commitment. We do not discuss client affairs outside of clearly authorised advisory relationships, and our engagements are structured to protect privacy at every level. Many of our private clients have worked with us for decades precisely because they trust us completely.
Yes. We advise clients with cross-border financial interests including foreign income, offshore assets, residency changes and international tax treaty considerations. Whether you are an Australian resident with offshore investments, a foreign national with Australian interests, or navigating a change in tax residency, our team has the experience to provide clear and compliant advice. For particularly complex international matters, we work alongside specialist international tax counsel where required. Check out more here
Yes, advising family groups across multiple generations is a core part of what we do. We understand the unique dynamics of family wealth: balancing competing objectives, planning for ownership and control transitions, structuring distributions efficiently, and establishing governance frameworks that serve the family as it evolves. We work closely alongside family office professionals, private bankers and legal advisers to ensure the advice across your team is coordinated and consistent.
The earlier, the better, particularly around key inflection points such as the sale of a business, a significant inheritance, a change in residency, or the establishment of a new family trust or SMSF. Many clients come to us after realising that their existing accountant, while competent, lacks the specific experience to advise confidently at this level of complexity. If your financial affairs are growing in scale and you want proactive, senior-led advice – not just annual compliance- we welcome a confidential conversation.
Contact Us
If you are a high net worth individual, family or private group seeking strategic accounting and advisory support in Australia, we would welcome a confidential discussion.
Contact Economos to explore how we can protect, structure and grow what you have built – today and into the future.