RENEE
CONDYLIS
Trusted Wealth Architect
for Generations
POSITIONING ESTABLISHED FAMILIES & BUSINESS OWNERS
CLIENT SEGMENT
$2M - $50M+
SPECIALIZATION
STRUCTURAL ALPHA
PLATFORM
EST. 1886
QUALIFICATION
B.Ec / Adv.Dip.FP
RENEE CONDYLIS
SENIOR FINANCIAL ADVISER
WEALTH ARCHITECT
SYDNEY, AUSTRALIA
SEGMENT
$2M - $50M+
PLATFORM
EST. 1886
QUALIFICATION
B.Ec / Adv.Dip.FP
Structuring Capital
for Longevity
My practice is built on structural alpha -- the wealth preserved through intelligent design, not market timing. I work with clients who value discipline over speculation, governance over growth-at-all-costs, and legacy over hype.
Most advisers focus on portfolio performance. I focus on what happens around the portfolio: how entities are designed to minimize tax drag, how governance frameworks prevent intergenerational conflict, how liquidity events are structured to preserve capital.
These structural decisions often create more value than incremental return-chasing -- and they are within your control.
Evidence-based. Long-term focused. No noise.
PRESERVATION
Protecting what you have built through intelligent structure
TAX EFFICIENCY
Entity design that minimizes drag across generations
TRANSITION
Business succession without wealth erosion
LEGACY
Frameworks that serve multiple generations
DEGREE
B.Ec (Agri. Econ.)
CERT
Adv. Dip. FP
MEMBERSHIP
FPA Member
COMPLIANCE
FASEA Complete
BUSINESS OWNERS
$2M - $20M EV
- Pre-sale structuring (12-24 month runway)
- CGT concession navigation
- Complex entity management
- Post-sale capital preservation
ESTABLISHED FAMILIES
$5M - $50M+
- Trust restructures and consolidation
- Testamentary planning
- Next-gen financial education
- Investment governance frameworks
SENIOR EXECUTIVES
$250K+ INCOME
- Division 293 tax optimization
- Complex remuneration packages
- Late-career wealth acceleration
- Pension phase with $2M+ balances
STRUCTURING & TAX
- Family trust architecture and Division 7A compliance
- CGT concessions for business sales
- Div 293 tax optimization
- Asset protection frameworks
SUCCESSION & TRANSITION
- Pre-sale business structuring
- Intergenerational wealth transfer governance
- Next-generation financial education
- Testamentary trust design
INVESTMENT & RETIREMENT
- Executive superannuation strategies
- Pension phase optimization
- Global diversification beyond ASX
- Alternative asset allocation
DISCOVERY & STRUCTURAL AUDIT
Full review of entity structures, tax position, and wealth objectives. Identifying inefficiencies, risks, and missed opportunities.
STRATEGY DESIGN
Building a 3-10 year roadmap covering tax optimization, entity design, succession planning, and investment allocation.
IMPLEMENTATION
Coordinating with accountants, lawyers, and specialists. Complex wealth requires collaboration -- not isolation.
ONGOING GOVERNANCE
Quarterly reviews, annual strategy updates, and proactive adjustment as tax law, family circumstances, and market conditions evolve.
The Perpetual
Platform
Independence has its limits. Complex wealth requires institutional resources. I chose Perpetual because my clients deserve the full spectrum of wealth capabilities, not a solo practitioner with limited reach.
TAX ADVISORY
In-house specialists, not outsourced generalists
LEGAL
Estate planning, trust law, asset protection barristers
ALTERNATIVES
Private equity, infrastructure, direct property
LONGEVITY
135+ years of regulatory and market continuity
Let's Talk_
If you are navigating business succession, restructuring family wealth, or preparing for retirement with complexity -- reach out.
renee.condylis@perpetual.com.au
DIRECT LINE
Available on request
LOCATION
Sydney, NSW
WEB
perpetual.com.au