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Helping families and trustees build and protect wealth for beneficiaries
Advice and Guidance for your Family and your Family Office
Collaboration is at the heart of all successful families
Michael Perkins
Michael Perkins is a trust and estate specialist and Partner at the boutique private client firm of Perkins Fahey located ...
Part of what it means to be a professional adviser is to know what we know and to know what we don't know. When this happens we will seek outside expertise in order to get leading advice for our clients.
Rarely can a single firm maintain leading specialist skills across multiple disciplines such as investments, insurance, family governance, mediation, estate and succession law and this is where our collaborative approach comes to the fore.
In order to get the best outcomes for our families, we have developed a specialist network of advisers who share our values and approach to clients and who we trust to advise our clients in an ethical and professional manner.
Working with your existing specialists
Some of our key Specialists
Mark Addison
Mark is a Partner at law firm Dibbs Barker in Sydney in the dispute resolution & litigation group and a member of our...
Millie Telan
Millie is the founder and principal of Telan Lawyers. She is both a lawyer and a qualified accountant. Millie specializes...
MIchael Fox
Michael Fox is a Partner at KMT Partners, a chartered accounting firm in Adelaide. Michael is a family business specialist offering...
Stewards can work with all your existing financial specialists.
If you have existing relationships with specialist advisers, Stewards is happy to closely work with them to your benefit.
We will never seek to replace them or the work they do for you unless instructed by you in writing.
However, if you don’t have a connection with an existing adviser who has a specialist skill that you need, Stewards would be happy to do an initial introduction to one of our specialists. Then, and only with your written permission, will we engage them on your behalf and liaise with them to help get better outcomes for your family.
