Eleanor Moffat

Executive summary

Eleanor Moffat is a Business Services partner who specialises in providing family office, finance, and taxation services to clients. She has more than 18 years of experience gained in professional services firms and global family offices across Australia, Singapore, and Hong Kong.

During this time, Eleanor has provided solutions to protect, grow, and transition wealth to the next generation. She is a trusted adviser to her clients in the areas of corporate and family governance, direct and international tax, funds management reporting, risk mitigation, structuring, and trusts.

Eleanor applies a caring, enthusiastic, and hands-on approach to her work and consistently delivers exceptional results for her clients. Her dedication and expertise have seen her successfully negotiate new business contracts, joint venture arrangements, and corporate purchases for large family groups.

Expertise

• Family governance and processes
• Family charters
• Estate planning and wealth transition
• Management accounting and bookkeeping
• Family administration management
• Consolidated reporting
• Philanthropy setup and management
• Family business and succession planning
• Family business advisory
• Tax consulting and compliance
• Trust and corporate structuring

Qualifications and affiliations

• Master of Taxation
• Bachelor of Business (Law)
• Full-Service Tax Agent, Board of Taxation
• Chartered Tax Advisor, The Tax Institute