Our approach
Three pillars.
TY Capital provides family offices with a single point of contact for both sides of the balance sheet: managing the capital they have invested and sourcing the capital they need to deploy.
01
Strategic asset allocation
and alternative
investments.
Dynamic asset allocation. We build portfolios across Australian and international equities, bonds, fixed income and precious metals, actively managing volatility and currency exposure so that capital is positioned for the cycle ahead, not the one behind us.
Real assets and financing. For families seeking a long-term hedge against inflation, we structure tax-effective leveraging and holding strategies into Australian residential and commercial property, farmland and environmental lands. Credit services are provided by TY Money (ACL 556171).
Institutional-grade alternatives. Through carefully selected private credit and private equity placements, we pursue above-average income and capital growth, accessing opportunities traditionally reserved for institutions.
02
Global asset protection
and cross-border tax
planning.
As tax transparency standards such as CRS and FATCA reshape the global landscape, how a family holds its assets directly affects both capital security and after-tax outcomes.
Cross-border governance and holding structures. We help families design trust and holding arrangements that balance asset protection, efficiency and full regulatory compliance across jurisdictions.
International structuring. Where appropriate, we coordinate the use of established financial centres, including Hong Kong, Singapore, the British Virgin Islands, the Cayman Islands, Luxembourg and Bermuda, within a transparent, compliant framework.
Tax residency and cross-border strategy. We guide families through tax residency planning, CRS obligations, transfer pricing and financing arrangements, with the aim of a globally coherent, effective tax position.
Mobility planning. We coordinate passport, citizenship and residency considerations for families with international lives and ambitions.
03
Family governance and
intergenerational wealth
transfer.
Lasting legacies depend on the formality and continuity of a family’s values and governance.
Family values and succession planning. We turn a family’s vision and values into practice through bespoke trust structures and clear governance frameworks, so that decisions are made consistently as the family grows.
Passing wealth to the next generation. We coordinate estate planning, offshore trusts, insurance bonds and international life insurance solutions to transfer wealth efficiently, protect it through transition, and give the next generation certainty and continuity.
The family office relationship is offered to wholesale clients. Where a family invests in the Tycoon Real Income Fund, that fund is distributed by TYCG Fund Alpha Pty Ltd ABN 86 661 135 986, which is an authorised representative of Primary Securities Ltd ABN 96 089 812 635, AFSL 224107 (CAR No 1314195).
How we work
Five steps,
start to finish.
Understand
A confidential discussion to understand your objectives, timeline and constraints.
Assess
We review the business, its structure and options, and recommend a way forward.
Prepare
Information memoranda, financial models, valuation and investor materials.
Execute
We run the process, including investor or counterparty engagement, negotiation and due diligence.
Complete and beyond
We manage completion and remain a partner for what comes next.