Live a legacy you’re proud of

With strategic, board-level collaborative advice, you can enjoy living your legacy now while you set up your personal and business wealth for generations to come.

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It’s time to get your time back

When you put siloed experts in charge to manage your affairs, it’s easy to think you’ll be able to leave them to it. But many experts advise and implement things that unintentionally affect other areas. You deserve to have these professionals collaborate and act in your best interests, so you can spend your time growing your business.

Let The Cruz Process work for you

Discovery

Help us understand your unique challenges.

Design

A diagnostic approach to deeply understand your priorities as a family, and to ascertain the optimum structure for you, as the family in business.

Manage

Our 90-day world approach will ensure all key areas are being reviewed on an annual basis.

Our track record speaks for itself

“Having to deal with the complexities of moving back to the UK to expand our business outside of Australia; Cody has been there every step of the way to advise and support not only the business but to ensure our personal wealth is looked after.  With hectic agendas at work and in our personal family lives it’s nice to know we have a CFO who has our best interests at heart and we’re all working towards achieving the same goal”

Roman Lenio
Director - Co Talent Group

“I have been working with Cody Harmon from Cruz Family Office for nearly 5 years and he has been an incredible asset to me. I would happily recommend him, and the entire team, to anyone I know.”

Matt Rogers
Author and Amazon Best Seller

Live and leave your legacy with

Sound strategy

Your own Family Charter, Strategic Plan and Secure Virtual Family Vault

Self-organised team

A connected, organised team working to bring you success

Authoritative direction

Project management and board-level advice

Generational wealth

Your legacy protected for generations to come