We protect legacies, and

help create new ones.

We protect legacies,

and help create

new ones.

Lipman Burgon & Partners are recognised experts in both wealth planning and investment management and are focused on providing tailored solutions for high net worth clients.

The firm’s impeccable track record has been built on the values of honesty, accountability and tenacity.

welcome to lipman burgon partners
“We are honoured to be entrusted with the management of our clients’ wealth and approach the task with expertise and humility.”
Robert Lipman
We offer expertise in tailoring and integrating services to help grow, protect and distribute wealth.

PORTFOLIO CONSTRUCTION & MANAGEMENT

Constructing efficient tailored portfolios to optimise returns and protect against loss of capital.

TAX STRUCTURING & ASSET PROTECTION

Integrating tax structuring with investment management to protect against liability and maximise after tax returns.

INTERGENERATIONAL WEALTH PLANNING

Protecting your legacy and providing peace of mind through sophisticated wealth transfer solutions.

RELATIONSHIP MANAGEMENT

Coordinating your professional team and managing your affairs with care and discretion.

We offer expertise in tailoring and integrating services to help grow, protect and distribute wealth.

PORTFOLIO CONSTRUCTION & MANAGEMENT

TAX STRUCTURING & ASSET PROTECTION

INTERGENERATIONAL WEALTH PLANNING
RELATIONSHIP MANAGEMENT
“We balance prudent, time-tested practices with the latest ideas and techniques to help our clients meet their commitments and realise their goals.”
Paul Burgon

OUR CLIENTS

Our clients share a commitment to building a legacy. They are entrepreneurs and business people; the independently wealthy and their successors; and charities and not for profit organisations.
Our skilled and personable team sets the standard for excellence in wealth management services. All of our directors and advisers deliver conflict free advice and are committed to delivering results and maintaining the highest ethical standards.
Our skilled and personable team sets the standard for excellence in wealth management services. All of our directors and advisers deliver conflict free advice and are committed to delivering results and maintaining the highest ethical standards.