High Net Worth Families

Our Experience with High Net Worth Families

We have worked with a number of families and individuals to manage their personal wealth. This includes providing independent wholesale ($1m+) investment advice to manage wealth and long term planning.

Our Related Capabilities

Our Team

Featured
Jonathan Eriksen
Jonathan Eriksen

Learn more about our Managing Director and Senior Actuary, Jonathan Eriksen.

Amy Eriksen
Amy Eriksen

Learn more about our Director, Consultant and Finance Manager, Amy Eriksen.

Graham Osborn
Graham Osborn

Learn more about our consulting Senior Actuary, Graham Osborn.

Peter Verhaart
Peter Verhaart

Learn more about Peter Verhaart, an investment consultant and financial planner at EriksensGlobal Limited.

Andrew Simmons
Andrew Simmons

Learn more about our Analyst, Andrew Simmons.

Andrew Frankling
Andrew Frankling

Learn more about our Sydney-based Investment Consultant Andrew Frankling.

Rosanna Ede
Rosanna Ede

Learn more about our Operations Manager and Actuarial Analyst, Rosanna Ede.

Pieter Knox
Pieter Knox

Learn more about our Actuary, Data Scientist and Investment Consultant, Pieter Knox.

Tal Rabinowitz-Blank
Tal Rabinowitz-Blank

Learn more about our Project Administrator and Investment Consultant. Tal Rabinowitz-Blank.

Adam Muir
Adam Muir

Learn more about our Director, Consultant and Finance Manager, Amy Eriksen.