Sean Cortis

CEO and Principal

Sean has over 30 years of practice experience with specialised skills in taxation, estate and succession planning, business advisory and family office services. Sean’s passion is advising families and their businesses. He balances soft skills on family issues with incisive decision-making on business strategy.

Background

Sean’s strong tax and business advisory capability has led to his involvement in a number of innovative consulting and corporate advisory assignments, such as public listings, business sales, debt and equity raisings, valuations, mergers and acquisitions. Sean is an experienced meeting facilitator and is a current panelist for MBA sessions conducted by the Macquarie Graduate School of Management.

Sean has worked with a number of prominent families, locally and overseas, on matters of family governance and structures, including the design and implementation of family office infrastructure. He is a recognized thought leader in the family office arena and regularly writes and presents on topics that are challenging for families. Sean was a key speaker at both the 2015 and 2016 Asian Family Office Forums in Singapore and presented at the first ever Family Office Summit in China. Sean also chaired the 2016 ANZ Investors Forum in Melbourne.

Sean encourages active sponsorship by the firm of events which promote the role of philanthropy in the community. He also works to facilitate strategic philanthropy initiatives within the firm’s network, including within Family Offices. 

Sean is a fellow of the Institute of Chartered Accountants in Australia and New Zealand, a Chartered Tax Advisor and member of the Society of Tax and Estate Practitioners. He has a Bachelor of Commerce in Accounting from The University of New South Wales and has also been awarded a certificate in Fiduciary Governance from the Thunderbird School of Global Management. Sean also serves as Chairman for Epilepsy Action Australia.



EXPERTISE

  • Taxation
  • Estate & Succession Planning
  • Business Advisory 
  • Family Office Services
  • Family Counselling
  • Philanthropy
  • Governance
  • Wealth Creation and Preservation 

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