PARTNER

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

With over 19 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

TAX SPECIAL COUNSEL

Kel, has over thirty years of experience working with closely held active businesses and their owners across a wide range of industries.

He is an experienced tax practitioner and prior to joining Graystone Private, was a senior partner for over thirteen years at a “Big-4” firm.

Kel brings with him significant expertise in providing taxation advisory services to the privately managed funds industry.

Kel also represents domestic and foreign family offices as their trusted advisor/board representative in respect of their significant investments.

This is demonstrated by being appointed as the Chairman of Sumo Energy, Nimble Finance and Naked Brands (Bendon).