Keystone Private

Overview

Established in Queensland in 2004, Keystone Private says its purpose is to help clients protect their values and heritage while transitioning wealth across generations. The group reports that it operates independently and provides tailored guidance based on each client’s assets, aspirations and relationships.¹²

History

Keystone Private was established in Queensland in 2004.¹

Leadership

David Jackson and Lesa Jackson are Directors of Keystone Private’s multi-family office. Lesa Jackson is also Director of Keystone Private Advisory, and Marina Mangano is Associate Director. The executive team includes Jo Lowrie and Nicholas Clarke as Senior Finance Managers, with Paul Mills serving as Tax Specialist.³

Services

Keystone Private’s family-office services cover generational transition, estate planning and management, education programs, executorial and trustee services, philanthropy, family forums, conflict resolution, family-board participation and divorce management.⁴

Through Keystone Private Advisory, the group provides accounting, financial reporting, taxation, bookkeeping, CFO and Finance Director support, compliance, budgeting, GST and BAS preparation, SMSF reporting, treasury management and tax structuring.⁵

Keystone Private Wealth provides portfolio reporting, administration, investment consulting, due diligence, deal-flow access and coordinated advice across asset classes.⁶

What the firm offers

• Tax planning
• Estate planning
• Trust and fiduciary
• Philanthropy
• Administration and bill pay

Client focus

Keystone Private Wealth serves families, businesses and not-for-profits.⁶

Approach

Keystone Private reports that its Open Advisory Panel gives clients access to hundreds of experts with thousands of years of combined experience.²

The wealth practice states that it uses retainer-based fees and does not receive referral fees or commissions.⁶

FAQs

Related resources

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• Network siteFamilyOffices.com

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Sources

1. Keystone Private
2. About Us
3. Our Team
4. Keystone Private Multi-Family Office
5. Keystone Private Advisory
6. Keystone Private Wealth
7. Privacy Policy

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.