Felix Bay is an integrated family office advisor. The company was formed in response to the changing needs of families and their requirement for independent family, corporate and investment advice. The business possesses unique capabilities in the oversight, organisation and management of intergenerational wealth.

Family offices, business founders and entrepreneurs all evolve differently but all require advice that takes account of the entire corpus and composition of wealth. Felix Bay considers the family enterprise holistically and addresses issues from that perspective. It navigates matters impacting the organisation, core operating businesses and investment portfolio in the context of wealth protection and growth, as well as philanthropic pursuits.

Felix Bay undertakes a range of advisory roles, specialist investment mandates and governance positions as well as co-investing alongside families. Clients gain access to global markets, a wide range of investment opportunities and a deep network of principal and advisory contacts.

Enquiries: joel@felixbaygroup.com