Cruz Family Office

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MOST PEOPLE SEE IT TOO LATE

You didn't work this hard to leave just money behind.

How do you give your children and grandchildren the benefits of your experience, without having to live through what you have? 

We deeply understand the fine line. The fine line between living a great life and achieving enduring success.

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Know the feeling?

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Do you pay every man and their dog to manage your affairs, but still overwhelmed and stressed?

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You have a great Accountant, or banker, but who do you speak to on what's next, when you do sell your business?

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Your business may be growing, but has your Financial Planner prepared you for succession?

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Is there anyone who is across the whole balance sheet?

Time to make it count.

“When we started Cruz Multi-Family Office, our goal was simple: to bring everyone together, to collaborate once a quarter, every quarter, and to make it just ‘work’. After seeing too many successful families in business struggle with advice where the ‘right hand wasn’t talking to the left’ and the stress that comes with trying to manage wealth at this level, we knew there had to be a better way. That’s why we built a service that prioritises transparency and is hinged on tech-driven collaboration.”

Our Process

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1

Discovery Phase

We first understand your unique challenges, and define the scope of work based on your goals.

Format: Two meetings. One with your family, followed by your accountant.

Cost: $1,500 (ex-GST)

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2

Design Phase

We then take a diagnostic approach to deeply understand your priorities and develop an optimum structure tailored for your family and business.

Format: Three structured meetings (online/in-person) conducted over 90 days.

Cost: $18,000 (ex-GST) – Payment per milestone.

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3

Management Program

This is where the process takes shape. We meet ongoing needs as a family-in-business through regular 90-day management meetings.

Format: Quarterly meetings, tailored to your requirements.

Cost: Starting at $3,000/m (ex-GST) excluding investment management fees

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Why Families Choose Us

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Total balance sheet approach

We design solutions tailored to your entire balance sheet, across generations, to significantly increase the probability of success while dramatically reducing risk.

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We do things the 'Cruz way'

Our professional practice is purely evidence-based, where we provide reliable guidance to ensure structure dictates outcomes. By investing so heavily into technology over the years, one of our key priorities is to act as the 'mirror', to the whole family, so nothing is missed.

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Elite plug-and-play network

From planning to execution, we partner with the best financial professionals across the country. Whether it is tax, law, banking or anything to do with financial services, we work with the best to simplify the complexities of wealth management for you.

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  • star-ratings
    “The team at Cruz Multi Family Office has been a game-changer for our family. Their personalised approach and deep financial expertise have given us peace of mind and a clear path to achieve our long-term goals.”
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    Emma J.
    Sydney
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    "I was overwhelmed with managing my business finances until I started working with Cruz. Their tailored strategies and ongoing support have saved me time and money while securing my financial future."
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    Liam W.
    Brisbane
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    "Cruz Multi Family Office has helped us simplify our wealth management and make smarter financial decisions. I highly recommend their services to anyone looking for personalised and professional advice."
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    Sophia R.
    Melbourne
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    "The team provided invaluable insights and strategies to grow and protect our family’s wealth. They truly understand what families need to achieve financial stability."
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    James K.
    Perth

Introducing Nat Daley

  • How it Started

    It started over 20 years ago. I started in Accounting when I was still in high school and then went on to work in Financial Advice while completing my undergraduate studies. When I graduated in 2010, I cut my teeth as a Financial Analyst with companies such as BP and Rio Tinto, in Melbourne and Perth. I then returned to the east coast to do my professional training as a Financial Adviser with AMP in Sydney and Brisbane. I grew up in Northern NSW, so when I got the tap on the shoulder about a Financial Adviser job going, just out of Byron Bay, I jumped at the chance and have never looked back. My qualifications include a Diploma of Financial Planning, Bachelor of Commerce, Bachelor of Business, Master of Finance & Investments (Academic).

  • Fast forward to now

    I worked in Portfolio Management until 2017 and then commenced graduate studies part-time again in Brisbane. Nearing graduation, we then formed Cruz under the Fitzpatrick’s Private Wealth business on the Gold Coast. This is where I was introduced to the Family Office sector. I took a step back from retail advice in 2019. I have always wanted to be a practicing academic, so I began lecturing at university in 2021. When we were granted our own Australian Financial Services License (AFSL) in 2022, I retired as a practicing Financial Adviser to focus on working exclusively with structured family offices, while continuing with my research and teaching.

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Multi-Award Winning Specialist

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Frequently Asked Questions

What is a Family Office?

A family office is established by a wealthy family to manage their private capital like a business. It operates as a legal entity separately from its operating business. It may have a family or non-family CEO, employ staff and utilise outside expertise. Cruz is a Multi-Family Office as we serve a number of unrelated Family Offices.

How do I get started with Cruz Multi Family Office?

Please book through our website for a return call, or email or call us at your convenience.

Do you work with businesses or just families?

We no longer work with business groups, we exist to serve families only.

Is there a minimum wealth threshold to work with you?

Typically, it does not make sense to set up a family office with anything less than $20m in investable assets, or relatively similar turnover for active families in business. We can provide referrals internally to our Financial Planning businesses if we believe it is more efficient to manage your affairs more efficiently.

Make Your Life Spectacular

Let technology take care of the heavy lifting. Our team is ready to discuss designing your family office. Start your journey today.

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