Family Offices in Australia

An Australian family business spanning over five generations, Alberts is driven by the belief that the best returns include both profit and purpose. The firm backs pioneers who share its vision for a better tomorrow.

The private investment office of Andrew Buxton, co-founder and MD of MAB Corporation -- one of Australia's largest private diversified property developers with a $16.5B project pipeline. The family office invests across alternative assets and funds management, recently forming a strategic partnership with Jameson TBB to build out its funds management platform.

One of Australia's leading family offices with 20 years of operation. Founded by Jeff Chapman AM, Bangarra manages global funds and investment businesses across Australia, Europe, and the US. Driven by a commitment to Business for Good, the firm harnesses purpose through strategic investments and philanthropic initiatives.

Brett Blundy built a single record store in 1980 into a $3B+ retail empire. BBRC's portfolio spans five verticals: consumer (Lovisa, 1,000+ stores in 45+ countries; Psycho Bunny), funds management, property, agriculture, and technology. Notable exits include Honey Birdette (sold to Playboy Group for $439M AUD in 2021) and Universal Store. Offices in Sydney, New York, and Monaco.

Sydney-based SFO committed to sustainable innovation and capital growth across diverse asset classes. BridgeLane manages one family's private wealth with a long-term investment perspective.

First established in 1926, Burnham Group is a private family office and investment group managing diversified holdings in property, property development and financing, asset management, and PE across Melbourne.

The family office of James Packer, established in 1983 by his father Kerry Packer as the holding company for interests beyond Australian Consolidated Press. Originally rooted in media (Nine Network), CPH pivoted under James Packer into gaming via Crown Resorts and diversified investments. Led by CEO Lawrence Myers.

The investment office for the families of Robert and Anthony Costa. Costa Asset Management has invested in a diverse portfolio of assets to drive future growth of funds under management for the long term, with interests spanning wine and SMEs.

The Dorman Family's private investment office holds long-term positions in high-return opportunities as a multigenerational endeavor. Portfolio spans healthcare, residential property, and retail property development, with key holdings including Regis Healthcare and development projects in Victoria.

Melbourne-based family office for the Jack and Robert Smorgon families. Established in 1995 with roots tracing to 1927, Escor operates with a central administrative core supporting investment and philanthropic activities across the group.

A Melbourne-based private investment company and SFO. Forsite Capital manages interests across a diverse range of asset classes including property, listed equities, fixed income, managed funds, PE, private debt, and alternative assets.

Perth-based SFO that invests globally across all asset classes. Hoperidge Capital manages the private wealth of one Australian family with a focus on diversified, international opportunities.

Founded in 2021 by Perth-based gaming and technology entrepreneur Laurence Escalante, Lance East Office (LEO) manages his private interests, investments, and philanthropy. The office holds substantial positions in VGW Holdings Limited alongside ventures in motorsports and interactive entertainment.

A boutique wealth management firm at 4 Martin Place, Sydney, providing custom portfolio construction, tax structuring, and intergenerational wealth planning. Founded by Robert Lipman and Paul Burgon after acquiring the wealth management division of Investec Private Bank in 2011. Ranked 4th in Australia and 1st in NSW by Barron's Top 150 Financial Advisers (2025). Their Private Office supports established family offices with institutional-grade due diligence and asset allocation.

Established in 2000 by David Lowy following the family's co-founding of Westfield in 1960. LFG was the largest shareholder of Westfield until its sale to Unibail-Rodamco for roughly $23B in 2018. The firm operates as a global direct investment business with offices in Sydney, New York, and Los Angeles, with a long-term focus on listed equities, real estate, and technology.

Established in 2009 as part of the Mai family's investment legacy, MAI Capital manages $298M across real estate pooled funds, corporate advisory, institutional mandates, and HNW separate accounts. The firm reports 20%+ per annum realized returns historically with zero loss of principal, backed by 15 years of Australian property investment experience across 20+ real estate assets.

The family office of John B. Fairfax, Nick Fairfax, and their families. Marinya runs a global, low beta, concentrated direct investment strategy with typically 10-15 public and private long equity positions making up the majority of assets.

Founded in 1925, Myer Family Investments is a private investment company. Shareholders are members of the Sidney and Merlyn Myer family and related entities. MFI provides long-term, patient capital designed to support the financial future of the family and its philanthropy across equities, credit, real estate, PE, and alternatives.

A family office with a global approach, taking an endowment strategy to intergenerational wealth creation. Oscar Capital shares a common optimism for the future and purpose around wealth, investment, and the opportunity to help others across public equities, private equities, VC, and private credit.

Founded in 1959, Portland House Group is one of Australia's largest private funds management groups. The firm manages the diversified wealth of David Hains, built through global corporate restructurings and long-term market investments. Portland House trades primarily in equities and maintains active positions in fixed income, external funds, currencies, and derivatives from its Melbourne headquarters.

Representing the interests of the Sandra and Barry Smorgon family, Sandbar Investments is a Sydney-based family office investing across PE, VC, and Web3.0. Led by Executive Chairman Barry Smorgon OAM and Managing Director Darren Smorgon.

Founded by Danny Almagor and Berry Liberman, Small Giants is a private impact investment family office investing to create a more sustainable and just world. The office employs an integrated approach to philanthropy and business investment, seeking profit alongside positive social and environmental impact.

Sydney-based PE and investment management firm providing outsourced family office investment management to super funds, family offices, HNWIs, and institutional investors. SRO partners with clients to originate, execute, and manage private market investments while clients retain full control, direct ownership, and transparency. The team averages 25 years of experience across VC, PE, property, infrastructure, and global equities.

Managing the investments and philanthropy of the Sypkes family in Tasmania. The office holds diversified positions across private technology ventures, public equities, managed funds, and commercial properties, with family roots in Tasmanian retail tracing back over 60 years.

The private investment group of Andrew and Nicola Forrest, deploying capital across agri-food, energy, health technology, consumer and lifestyle, property, and resources. Tattarang uses capital as a force for good and supports the philanthropic work of the Minderoo Foundation.

Founded in 1985 by the late John Saunders AO, Co-Founder of Westfield. Terrace Tower Group is a multi-generational investment firm born in Australia and enhanced by US insights. Led by CEO Richard Weinberg, the firm invests across commercial real estate and private credit.

Established over 80 years ago in Melbourne, The Dodge Family Office is the umbrella organization for the Dodge family's businesses and global investments. The office manages operating businesses, real estate development, equities, international syndications, and entertainment ventures across multiple generations.

Founded in 2006 by Dr David Thurin AM, Tigcorp is an SFO focused on patient, principled investing to compound capital for future generations. The firm makes long-term, ethical investments in real estate development (retirement villages, land subdivisions) alongside domestic and global equities.

A future-focused, family-owned business in New Zealand. Since the country's earliest days, Todd has helped drive progress and prosperity, producing and supplying energy locally while partnering with investors across diverse industries including healthcare, property, technology, and minerals.

One of Australia's most established family offices, operating for nearly a century. Victor Smorgon Group manages global equities, gold and resources, and multi-strategy investments, and maintains a philanthropy program focused on social change. Led by Peter Edwards from Melbourne.