With over 35 years' experience in investment banking and wealth management, Geoff Stansen has a level of experience that is as rare as it is valuable. During his career, Geoff has worked across various international markets, and has ridden the ups and downs of market cycles. From this, he’s gained a unique ability to see the bigger picture-and Geoff’s enduring client relationships reflect this sense of perspective.
Now an investment adviser at LGT Wealth Management, Geoff specialises in working with wealthy families who want to ensure their investments are structured and working appropriately. This may involve superannuation strategies, discussions about asset protection and allocation, trusts, tax optimisation, liquidity events or inter-generational wealth transfer. It may even involve reviewing and restructuring wills and powers of attorney.
Whatever the situation, Geoff’s approach is the same-he listens closely, communicates clearly, and provides advice based on sound strategic insight rather than emotion. While family wealth is often complex and constantly evolving, Geoff relishes the challenge and variety his work brings. He finds nothing more satisfying than executing long-term strategies that enable his clients to achieve their goals-whether that means securing their assets, supporting their lifestyle or creating a legacy for the future. By focusing his attentions on a small number of families, Geoff ensures his relationships with clients are genuinely personal and flexible. When clients work with him, they can expect undivided attention and unparalleled insight-and confidence, clarity and control over their wealth now and in the future.
