the ek confidence.
the ek confidence.
At ek, we support individuals, families and businesses who are juggling complexity financially, emotionally, generationally, or all of the above.
We guide our clients with empathy, intelligence, and a globally aware approach. Whether your complexity comes from family dynamics, business responsibilities, or international circumstances, we’re here to bring order, calm, and practical solutions.
the ek standard.
Clear, grounded support across strategic advice, execution, and wealth oversight. Our work goes far beyond structures and spreadsheets. We sit beside you through your personal journey, helping you take a step back from the noise to focus on what truly matters: clarity, balance, and a life well-lived.
Strategic advice
We work with clients to bring clarity, structure and forward momentum to complex financial lives. Our advice is grounded in both technical skill and human understanding ensuring decisions feel informed, confident and aligned with personal priorities.
Creating a clear view of income, expenses, lifestyle costs and long-term financial needs, so day-to-day life is supported as confidently as future goals.
Cash flow planning
Evaluating risk exposure and building protection frameworks, including insurance strategies, that safeguard lifestyle, assets and family continuity.
Risk management
Designing trust arrangements that optimise protection, taxation, control and legacy outcomes across generations and jurisdictions.
Trust resctructuring
Identifying funding pathways and liquidity options to support wealth growth, portfolio expansion or personal projects without destabilising financial security.
Accessing funds for investment
Helping clients separate, or strategically integrate, personal and business wealth, ensuring structural clarity, reduced risk and efficient decision-making.
Individual vs business finances
Supporting clients to document wishes clearly, protect assets, manage succession outcomes and minimise conflict through thoughtful estate architecture.
Wills & estate planning
Future-proofing decision-making by planning for intergenerational transitions, leadership change, inheritance scenarios and family legacy conversations.
Succession considerations
Advising on international structures, residency risk, tax exposure, asset allocation and compliance challenges for clients with global footprints.
Cross-border implications
Developing diversified portfolios aligned with risk appetite, time horizon, growth ambitions and liquidity needs; monitored and refined over time.
Portfolio construction
Wealth platform management & reporting
We provide ongoing oversight, organisation and visibility across your wealth structures so you can make decisions with clarity, not uncertainty. Our platform is designed to simplify complexity, consolidate information, and give you a real-time view of your financial world.
One view. One source of truth.
We bring accounts, assets, structures and jurisdictions together so you can see your financial life holistically, without digging through multiple systems.
Consolidated dashboards
Clear, digestible reporting that translates data into understanding. We focus on insight over volume so you see what matters, when it matters.
Reporting and insights
Continuous oversight to ensure performance stays aligned with your goals and risk tolerance, with proactive adjustments when markets, circumstances or priorities shift.
Portfolio monitoring
Curated asset selection backed by research and specialist insight helping you build a portfolio that supports both growth ambition and long-term stability.
Investment selection
Global connections
We operate with a borderless mindset. Many clients live globally, invest globally, and hold assets across multiple jurisdictions. Our network is built to support that reality.
Access to top-tier international experts
Specialist relationships across markets ensure you receive best-in-class guidance no matter where assets or family members are located.
Specialists in asset transfer, international estate issues, foreign investment, and transitions between countries.
Cross-border professionals
We coordinate advice so nothing gets overlooked. Every structure, risk and requirement is accounted for in one unified strategy.
Multi-jurisdictional solutions
From trusts to corporate structuring to intergenerational planning, we work with legal partners who understand nuance and cross-border complexity.
Legal specialists
Tax advisors
Experts versed in multi-country compliance, residency shifts, business ownership and the tax impacts of global movement.
One main point of contact
One primary relationship.
One point of clarity.
We coordinate all international experts in legal, tax, risk to create a unified strategic plan that reflects your goals.
let’s have a chat.
services@ekprivate.com.au
1300 193 136