Advice and wealth management firm Lachlan Partners has merged with DBS Associates, a boutique wealth management firm previously licensed through PIS.
The merger with DBS Associates, which provides wealth management as well as tax and business advisory services, would expand Lachlan Partners’ footprint in the Sydney market, according to group managing partner Philip Pezzi.
Pezzi said the merger would further enhance his 2006 vision of creating a multi disciplinary firm that could provide an all-round professional services solution to clients.
Lachlan Partners provides taxation, business advisory, wealth management, audit, legal, property advisory and investment management services.
DBS Associates principal Donald de Boer has been appointed as a partner of Lachlan Group.
