Perpetual Private Clients

As a specialist, boutique financial services business providing holistic financial solutions for high net worth individuals, Perpetual Private Clients aims to be the pre-eminent provider of tailored wealth management services.

These services range from strategic advice, ongoing investment advice and management, DIY Super services, custodial solutions, estate planning, estate administration, executorial services and trustee services including charitable trusts.  Each client receives highly individualised care, customised to their needs with a focus on the long-term plan.

In many instances, Perpetual Private Clients have provided wealth management services to several generations of clients. 

Perpetual Private Clients manages financial assets for over 5,000 private clients, estates, trusts and charitable trusts with funds under advice of $6.1 billion at financial year-end (30 June 2005).

Australians take a healthy interest in philanthropic giving. Among the many charitable trusts we manage or are trustee for, a Prescribed Private Fund proves to be a popular choice. This service makes it easy for Perpetual’s clients to actively participate in philanthropy and provide lasting and growing support to their chosen causes in a highly tax efficient manner.
 
Perpetual Private Clients continues to explore all opportunities for growth, efficiency and enhanced client service. We welcome all enquiries.