Resources Unearthed provides Family Office services for mining and resources business owners, executives and family groups across Australia, coordinating financial, tax, legal and succession planning advice through a multidisciplinary approach.
A Family Office is a comprehensive wealth management structure designed to support affluent families in managing their financial, legal and family affairs. While often associated with ultra-high-net-worth families, Family Office services are increasingly relevant for mining and resources executives, business owners and family groups seeking a coordinated approach to wealth preservation, governance and succession planning.
Family Office
Our advice and support services are customised to suit each set of circumstances and commonly includes these key services:
- Intergenerational wealth management
- Multi-generational succession planning
- Wealth transfer strategies
- Family meetings and education
- Multi-business management*
- Financial stewardship
- Investment advice
- Complex tax management*
- Family governance*
- Philanthropy guidelines, implementation and management*
- Family heritage and values mentoring and education for family members, employees and other stakeholders
we provide
Family Office & Wealth Management Advice
Our advice and support is customised to suit each set of circumstances.
Brett Cribb
With more than 20 years experience in mining and resources, and 11 in underground mining including four as underground mining manager, Brett is well qualified to coordinate integrated financial and business advice for executives, professionals and business owners in these sectors.
James Marshall
James is a highly qualified, award-winning Financial Planner and Executive Share Scheme (ESS) strategist advising executives, professionals, business owners and expatriates predominantly in mining and resources but also in health, biotech, pharmaceuticals, technology and construction, ASX listed companies.
Craig Hong
Since 2004, Craig Hong has honed his expertise advising business owners and individuals in the mining and resources sectors across a spectrum of often complex legal matters. Known for his commercial pragmatism, Craig is able to develop effective strategies and practical solutions to achieve client objectives.
Robert Lamb
Robert is a civil litigator with over 20 years’ experience. A highly credentialed and practised legal adviser, Rob has worked with Mining and Resources business owners, professionals and executives for more than 15 years and is perhaps best known for his communication skills.
Why choose us
Family Office Models
Single Family Office
A dedicated team employed by one family to manage all aspects of its financial, legal and administrative affairs.
Multi-Family Office
A shared structure where multiple families access professional advice, governance support and wealth management services through a common platform.
Virtual Family Office
A flexible and cost-effective model where specialist advisers, including accountants, lawyers and financial planners, collaborate to provide integrated services without the overhead of a dedicated in-house team.
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