Theá Advisory is a multi-family office, we act as our client’s personal Chief Financial Officer and finance team. We are dedicated to empowering women, supporting them with their financial wellbeing and ultimately enabling them to fulfil their legacy.

We work with a diverse range of ultra-high-net-worth women and their families across Australia. Our clients range from entrepreneurs and leaders who wish to build on their existing legacy, to women taking primary responsibility for wealth due to a major life event. 

First and foremost, we take the time to understand our client’s purpose and values and we then tailor our services accordingly. Our services include but are not limited to: financial accounting and reporting, lifestyle asset administration, philanthropy and foundation management, estate planning, family business advisory and board governance, next-generation engagement and coordination of professional advisors.

We value meaningful relationships. Whether you are a potential client, prospective team member or advisor who may want to partner with us, we would love to hear from you. 

www.theaadvisory.com.au

Consulting

Finance

Theá Advisory

Org chart

Teams

Offices

Similar companies