By taking time to understand complex family dynamics, uncover core values, passions and lifetime goals we can develop a robust framework that will inform some of life’s most important decisions.

At Walsh Bay Partners we pride ourselves on our practical wisdom, technical expertise and industry experience. We are agile, resourceful and provide clients with access to institutional quality opportunities others simply don’t understand.

We utilise a range of tools and techniques that help us align family objectives to wealth management and investment strategies.

We work closely with individuals, and the family as a whole, to identify shared goals, navigate potential challenges and plan for success.

Our services include:

• Family strategy planning
• Succession planning / M&A
• Investment planning
• Estate planning and management
• Philanthropy and impact investing
• Child development planning