PARTNER

Jonathan is an accounting and business advisor who strives to provide clients with commercial solutions that are bespoke to their needs.

With over 20 years in the profession, Jonathan founded Graystone Private to focus on the funds management sector including HNW family office and individual investors.

Prior to founding Graystone Private, Jonathan was seconded to London and was focused on providing advisory services to global banks/managed funds.

Jonathan takes pride in understanding his clients’ needs and developing strong relationships with his clients.

Jonathan regularly advises local/overseas fund managers and understands the unique needs of each fund. This is demonstrated by Jonathan Yeo being appointed to their advisory boards and acting as the fund’s nominee director for their investee entities.

PARTNER

Andrew has over 25 years working in public practice, with vast experience working with and advising high-net wealth family groups, SMSF’s, SME’s to mature businesses.

Over this period, Andrew has built many long-term relationships with his clients with his affable manner, whilst providing strategic guidance through their entire financial lifecycle; from the wealth generation phase and tax structuring to succession and estate planning.

Andrew is focused on providing to the client’s needs, often working with multi-generations, providing strategies and outcomes suitable to each client’s unique needs.

His dedication to nurturing strong, enduring relationships with his clients is a testament to his belief in the power of trust and collaboration in achieving mutual aspirations.