Belmont Partners

Financial Services • Auckland, Auckland, New Zealand • 1-10 Employees

Company overview

Headquarters	Auckland, Auckland, New Zealand
Website	belmontpartners.co.nz
NAICS	52
SIC	872
Keywords	Forecasting, Accounting, Bookkeeping, Trusts, Succession Planning, Financial Modelling, Family Office, Business Plan, Business Advisory, Private Clients, Restructuring, Tax Compliance, Tax Consulting, Advisory Board, International Taxation, Relationship Property, Business Structure, Independent Director, Independent Trustee
Founded	2015
Employees	1-10

Key Contact at Belmont Partners

Janet Diiorio

Director of Sales

About Belmont Partners

TRUSTED - INDEPENDENT - EXPERT Belmont Partners is a specialist consulting and chartered accounting firm that advises private clients on trusts and family business. We consult to family owned enterprises to enable change, performance and value improvement. We are facilitators of outcomes to complex and difficult financial transactions and structural transition, including supporting legal teams with structuring of transactions and resolution of trust and business disputes. We provide accounting and taxation compliance advice, access to private banking and private trust services, document management and record-keeping services, expense management, bill paying, bookkeeping services, family member financial education, support services, and governance.

Belmont Partners revenue & valuation

Annual revenue	$256,665
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$821,328
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Belmont Partners has never raised funding before.