I began working with David Minns in 2011. Within a short time he had a comprehensive understanding of my philanthropic aspirations and the challenges I faced in managing my wealth and involving my four children in the process. We established a Family Office in November 2011 and it has been a very positive and essential shift in effectively managing our affairs. It has also been a productive learning experience for me personally as well as for my children. David’s sensitive leadership in guiding our family conferences and meetings, his strategic planning and his prudent approach to risk management provides us with a solid structure to manage our Family Office, our Private Ancillary Fund and Ngeringa Arts, which is a registered cultural organisation I founded in 2009. David’s expertise and commitment to philanthropy and ethical investing is outstanding. He understands and shares my values and his direct involvement with our Family Office is enabling us to achieve our aspirations and provide for future generations.
David Minns has been working with us for over 25 years as a confidant and trusted member of our Family Office team. He has taken the worry out of managing all aspects of our financial affairs including compliance needs, investment management and administration, risk management, estate planning and family governance. Supported by a dedicated team of caring professionals, David has become a part of the fabric of the family, working across three generations to create continuity and cohesion. We have no hesitation in recommending David and the team at Jaquillard Minns Family Office.
Max Liberman Family Office
The Wylie Family has trusted in Jaquillard Minns since 2007. The Jaquillard Minns team has guided and worked with all our family members to build a unique framework based on current and future need and family vision. We take comfort in knowing that our affairs are effectively managed with sensitivity and professionalism by a committed team of people who know our family as individuals and as a collective. Jaquillard Minns has given us insight into what is important to us as a family and ensures that we have the time to focus on pursuing the bigger picture.
The Wylie Family
Our focus is to build structures, disciplines and processes that reflect your family’s core values. We tailor a dedicated financial services business to manage your financial affairs that is as unique and individual as your family. At Jaquillard Minns Family Office we believe that no two families are the same and we cater to your unique needs. In order for create a new family office initially we focus on identifying your family’s needs.