Our Services

“Walsh Bay Partners offers a holistic range of services combining both the soft skills and technical expertise necessary to deliver world-class, bespoke solutions”

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

Our Custom Services

February 25, 2017

Investment Planning

February 25, 2017

Philanthropy & Impact Investing

February 25, 2017

Estate Planning & Management

February 25, 2017

Succession Planning / M&A

February 24, 2017

Child Development Planning

February 20, 2017

Family Strategy Planning