Lipman Burgon and Partners
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Lipman Burgon and Partners is a boutique wealth management firm located in Sydney, specializing in tailored solutions for high net worth private clients, family offices, and not-for-profit entities. The firm prioritizes excellence in client service, fostering longstanding partnerships guided by values of honesty, accountability, and tenacity.
With a multidisciplinary team of industry leaders, Lipman Burgon offers a comprehensive suite of services, including portfolio construction, tax structuring, intergenerational wealth planning, and relationship management. Their approach empowers clients by delivering exceptional service while safeguarding a collaborative firm culture.
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