LZ
Lily Zordan
Undergraduate Accountant at Keystone Private
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Work Experience
Undergraduate Accountant
Feb 2019 - Present · 5 years and 10 months
Consultant
Aug 2018 - Present · 6 years and 4 months
Company Details
11-50 Employees
Keystone Private is Queensland's leading multi-family office. Our core purpose is to help families, businesses and individuals grow and transition wealth, values and heritage across generations. Every service we provide is tailored to navigate the unique challenges experienced by high net worth families and individuals. At each step, we offer clear direction, support, strategies and unbiased advice. Unlike financial institutions and many advisory firms, we are completely independent. This allows us to identify the best solutions for our clients from a wide range of professional sources. Our integrated suite of services includes: • Family continuity • Advisory, Accounting and reporting • Property services • Financial asset services • Cybersecurity • Philanthropic Foundation The Keystone Private family is a close-knit team of highly experienced industry professionals committed to providing you with clear solutions and insights to achieve your goals and aspirations. We have the right resources and people to develop outstanding wealth strategies and family support structures. Through knowledge, experience and understanding we partner with families to help build a dynamic and secure future for generations to come. Keystone Private offers you a service that is: • Bespoke to each client’s specific needs • Not collectively offered elsewhere • Co-ordinated across multiple disciplines • Collaborative with other trusted advisors • A support network for the entire family • Fiercely independent and confidential • Tapped into significant groups with buying power and resources • Connected to a broad network of “best in class” advisory services (accountants, lawyers, bankers, brokers, agents) To find out more please visit our website www.keystoneprivate.com.au
Year Founded
2004
Social Media
Linkedin
Industry
Financial Services
HQ Location
Level 8, 167 Eagle Street Brisbane, Queensland 4000, AU
Keywords
Family OfficeGenerational TransitionFamily ContinuityEstate & Succession PlanningFamily CouncilsConstitutions & GovernanceHigh Net Wealth Family SpecialistsAccountingWealth managementCyber Security
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