Private Clients - CAPITAL HAUS

Structural Advice

At Capital Haus, we recognize that the foundation of effective wealth management lies in the correct structuring of your financial assets. Our structural advice is specifically tailored to each client’s unique circumstances, covering a wide array of entities including family trusts, personal holdings, corporate structures, and partnerships.

We explore the advantages and implications of each structure, considering factors like asset protection, tax minimization, and succession planning. We provide ongoing reviews and adjustments as your financial situation evolves or as legislative changes occur, ensuring that your structure remains effective over time.

Investment Management

Capital Haus offers a sophisticated investment management service designed to align with your long-term financial goals whilst navigating market volatility. Our approach combines thorough market research, advanced portfolio construction techniques, and continuous performance monitoring.

We construct diversified portfolios that include a mix of asset classes such as equities, bonds, real estate, and alternative investments, each selected based on stringent criteria for performance potential and risk alignment.

Our investment team actively manages your portfolio, making adjustments based on economic shifts and opportunities.

Succession Planning

Effective succession planning is a cornerstone of legacy preservation, and at Capital Haus, we provide a comprehensive service that ensures your wealth is transferred smoothly and according to your wishes. Our experts help you navigate complex family dynamics and legal frameworks to develop a clear, effective succession plan. This includes drafting wills, setting up testamentary trusts, and detailed business succession arrangements.

Our approach is highly personalised, involving close collaboration with your legal and tax advisers to create a seamless and integrated strategy that meets all your family & business needs.

structuring of your financial assets

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Risk Management and Personal Protection

Capital Haus prioritises your security and peace of mind through our comprehensive risk management and personal protection services. Our services include advising on and facilitating a wide range of insurance products, such as life insurance, total and permanent disability (TPD) insurance, income protection, and trauma insurance. We evaluate the adequacy of existing coverages and recommend enhancements to ensure comprehensive protection.

Our approach not only safeguards your current lifestyle but also secures your family’s future financial needs, allowing you to face life’s challenges with confidence.

Private Placements & Capital Introduction

Capital Haus provides privileged access to private placement opportunities and capital introduction services, catering to sophisticated investors looking to engage with high-potential, private market investments. We offer a gateway to invest in early-stage companies, growth equity, and other exclusive projects that are typically out of reach for the general public.

Our team conducts extensive due diligence, leverages industry insights, and utilises a rigorous screening process to identify and validate opportunities that match your investment criteria. We guide you through the complexities of private market investing ensuring a comprehensive investment experience that is as transparent as it is lucrative.

Superannuation and SMSF Advice, Establishment, and Administration

At Capital Haus, we recognise that the foundation of effective wealth management lies in the correct structuring of your financial assets. Our structural advice is specifically tailored to each client’s unique circumstances, covering a wide array of entities including family trusts, personal holdings, corporate structures, and partnerships.

We explore the advantages and implications of each structure, considering factors like asset protection, tax minimisation, and succession planning. We provide ongoing reviews and adjustments as your financial situation evolves or as legislative changes occur, ensuring that your structure remains effective over time.

Other Services

Funds Management

The funds management division of Capital Haus, TerraLumin, focuses on delivering sophisticated investment strategies across diverse asset classes. The TerraLumin Global Alpha Fund is designed with versatility, capable of investing in equities, fixed income, and currencies, and offers the flexibility to adopt long and short positions.

Corporate Clients

At Capital Haus, we understand that family offices seek to preserve and grow their wealth through strategic and prudent investment options. Our services are tailored to meet the unique needs of family offices, providing bespoke investment solutions that align with their long-term financial goals and risk tolerance.

Corporate Advisory

Capital Haus offers comprehensive accounting services tailored to meet the needs of high-net-worth individuals and corporate clients. Our services include SMSF accounting, tax advice, and compliance with regulatory requirements. We provide detailed financial analysis and reporting, helping clients make informed decisions and optimize their financial performance.

Research

Capital Haus delivers dedicated research across domestic and global capital markets, providing clients with timely, structured intelligence to support confident investment decisions. Our research covers key asset classes including equities, commodities, and derivatives, combining market monitoring, thematic studies, and forward-looking outlooks. Through disciplined research methodologies and data-driven insights, we help investors stay informed, anticipate trends, and respond strategically to evolving market conditions.

Tax & Accounting

Capital Haus provides tailored tax and accounting services for high net worth individuals and corporate clients, combining technical expertise with strategic financial guidance. Our approach goes beyond compliance, focusing on long term structuring, proactive tax planning, and clear financial reporting. From ongoing accounting and regulatory requirements to strategic advisory, we support clients with reliable oversight and informed financial decision making.