Since we develop a detailed and thorough understanding of our clients’ financial and personal affairs, this knowledge and the information that we hold becomes the source for preparing our clients’ wills and estate plans.
This team approach generates the optimal outcome for the client when the solicitor drafts the will.
Asset protection assistance
As with estate planning, we approach the matter of asset protection similarly whereby our Clients’ assets are protected against potential future claims arising from their businesses, professions, and potentially estranged family members.
We have multiple research sources available both in Australia and around the globe to support our high conviction recommendations and advice to our clients. Our many counter-party relationships provide us with fresh insights. Our Clients, who represent a broad spectrum, are a rich source of “on-the-ground” knowledge into the industries in which they operate.
Key Client Contacts Within Wealth Management & Family Office
Barry Mendel is the Founder and Executive Chairman of BMF Wealth and associated companies. He is highly respected as a business, taxation and strategic advisor and has acted on behalf of prominent individuals and companies, both locally and internationally. He is a Member of the Institute of Chartered Accountants in Australia and is also a registered CPA.
Barry has considerable expertise and experience in Corporate Structuring, Taxation and Valuation Methodologies, as well as Litigation Support. He specializes in Asset Management and Wealth Creation Strategies and is qualified in ASIC’s prescribed training for Financial Planning Professionals.
Jill is the CEO of BMF Asset Management and BMF International Asset Management. She brings almost 40 years’ experience in running Family Offices including global wealth management, financial structuring, portfolio administration and reporting, succession and estate planning. Jill heads up the Wealth Management, Family Office and Succession Planning and brings an in-depth knowledge of Local and International investments to our Clients’ portfolios. Jill is a member of the Institute of Chartered Accountants in Australia, a Member of the Australian Institute of Company Directors and a Justice of the Peace.
Justin specialises in providing in-depth financial analysis and research across all asset classes and global markets. He has 18 years of experience advising institutional, ultra-high and high net worth clients in Geneva, London, Los Angeles, Singapore and Sydney. Justin assists with managing our ultra high net worth client portfolios from a global perspective. Justin is fluent in French. Justin is a CFA® charterholder and is qualified in financial planning training as prescribed by ASIC.
Brad specialises in global portfolio management, investment analysis and family office services. He joined the BMF Wealth team in 2011 for two years before embarking to New York. Brad spent 3 years in New York where he worked as a Private Wealth Advisor with Morgan Stanley Private Wealth Management’s ‘Team Global’. Prior to his start at BMF, he was at PwC in their Private Clients Tax team serving High Net Worth families. Brad has a Bachelor of Commerce from UNSW and is a member of the Institute of Chartered Accountants Australia. He is qualified with ASIC’s prescribed training for Financial Planning Professionals in Australia.