Patricia specialises in providing strategic advice to high net worth individuals, families and family offices. She works closely with her clients to help them navigate the complexities associated with managing, preserving and transitioning wealth across generations, while aligning family, business and investment objectives.
Working alongside family members and their trusted advisers, Patricia advises on family governance, the transition of wealth and investment structures, helping families establish strong foundations for future growth and continuity. This includes the delivery of tax and accounting services across private groups.
As the Family Office sector lead, Patricia is known for her practical and strategic approach, working closely with families to navigate key decisions at every stage of their wealth journey. She helps clients balance immediate priorities with long-term objectives, providing clear, tailored advice that supports the preservation and successful transition of wealth across generations.
Market: Deloitte Australia