Virginnia Hottes

Over the last 20 years I have worked to develop a unique approach to advice, working closely with clients and families to holistically clarify objectives, delve into concerns and manage the full array of wealth and family office requirements for my clients. My goal is to provide understanding, quality outcomes in partnership with my clients and peace of mind.

I specialise in Family Office arrangements and the wealth management requirements of company executives and high net worth individuals. Many of my clients are now passing management of their wealth to the next generation - my relationship as a trusted advisor gives them confidence.

Taking a holistic view of financial planning, I provide a strategic overview across multiple disciplines assisting clients to:

Professionalise family protocols to help transition wealth to younger generations in a planned and comprehensive manner.

Create resolution between generations, siblings and other parties to help families work together more effectively.

Ensure that family assets are transitioned appropriately and with ease to the next generation including comprehensive Estate Planning.

Plan cash flow to ensure that distribution of income to family members is sustainable and in line with family objectives.

Facilitate tax structuring and advice so that assets are protected for the bloodline and tax is minimised.

Develop a philanthropic program in a tax effective way giving consideration to family legacy objectives.

Collaborate with key family advisers to build a close team with specialist expertise.