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.
Frequently asked questions
What is a family office?
A family office is a comprehensive structure that coordinates a family’s financial, tax, legal and relational affairs, including investments, succession planning and intergenerational wealth transfer, through a single integrated approach.
Do you have to be ultra-wealthy to use a family office?
No. While family offices were traditionally used by ultra-high-net-worth families, virtual family office models make coordinated advice accessible to a broader range of business owners, executives and high-net-worth families.
What's the difference between single, multi and virtual family offices?
A single family office serves one family through a dedicated team. A multi-family office provides services to multiple families through a shared structure. A virtual family office coordinates specialist advisers, including accountants, lawyers and financial planners, to deliver an integrated and flexible solution. Resources Unearthed provides virtual family office services, bringing together financial, tax, legal and business expertise through a coordinated advice model.
Who is a family office for?
Family office services are designed for business owners, executives and family groups managing significant or intergenerational wealth who want their financial, tax and legal affairs coordinated rather than managed in isolation.
Why choose Resources Unearthed for Family Office services?
Resources Unearthed provides virtual family office services that coordinate financial planning, tax, business and legal expertise through a multidisciplinary approach tailored to mining and resources executives, business owners and family groups. By aligning advice across generations, entities and advisers, we help families navigate complex decisions around wealth, succession and governance.
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