Family Offices in Australia

Founded in 2018, AL Capital is an asset management platform investing in both fixed income and equities across public and private markets as well as property funds. Initially established as a Single-Family Office, AL Capital served as the independent investment arm of Aqualand Group. Today, AL Capital is evolving into a multi-asset management platform.

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.

AP Family Office is a Multi-Family Office headquartered in Sydney with regional offices in Hong Kong and Singapore, managing over A$1 billion in multi-investment funds. The firm provides comprehensive wealth management services including tax and estate planning, risk management, investment advice, and foundation management.

One of Australia's leading family offices with 20 years of operation. 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.

Its founder 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 private investment office of a 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 first and longest-running multi-family offices, quietly partnering with some of Australia's highest net worth businesspeople and families over the past two decades. Secures financial futures through exceptional investment opportunities with a highly personalised 360° service covering the full breadth of client needs. Provides impartial guidance and financial stewardship through team expertise in investment management, portfolio management, financial planning, and tax advisory.

Cashel Family Office is Australia's leading financial adviser to affluent families, professionals, entrepreneurs and charities. The firm provides personalized financial advisory services including investment management, estate planning, insurance, and mortgage brokering to ensure long-term wealth security across generations.

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

The investment office for the families of two members of the Costa family. 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.

CVS Lane Capital Partners is an Australian alternative real estate investment manager. We generate attractive risk-adjusted returns for investors through the provision of tailored capital solutions for property development projects. We are a relationship-driven business with a focus on building long-term, trusted partnerships.

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 two branches of the Smorgon family. Established in 1995 with roots tracing to 1927, Escor operates with a central administrative core supporting investment and philanthropic activities across the group.

EWM Group is Australasia's leading independent Multi-Family Office. The firm is dedicated to protecting wealth and preserving legacy for generations.

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.

Fortress Family Office consists of an experienced team of finance and investment professionals founded in 2007. They provide bespoke investment advice and portfolio management services, helping clients grow their asset base while managing risk to preserve investment capital. The firm specializes in managing investment portfolios across asset classes with strategic advice and specialist services.

GGBwealthcare is a Sydney-based Private Investment Office serving the investment needs for a limited number of families-of-wealth across global jurisdictions. The firm enables clients to draw upon the experience of its principals and resources without maintaining their own infrastructure. GGBwealthcare addresses each family's investment management needs through strategic advice, due diligence, asset selection, and consolidated reporting.

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 a Perth-based gaming and technology entrepreneur, 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. Co-founded by two partners 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 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 two members of the Fairfax family 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.

Marshall Investments is a leading private investment company focused on sustainable wealth accumulation and creating long-term investment value. The company consistently delivers superior returns through a dynamic portfolio of risk-weighted investments. Exceptional results are achieved from the company's capital partnering approach, co-investment model, expertise across multiple asset classes, and established risk management framework.

Protecting and growing family wealth since 1921, Mutual Trust provides integrated Family Office, Wealth and professional services to several hundred of Australia's most successful families and individuals. We build purposeful, long-term relationships with clients to help preserve and grow their wealth for future generations. Through a collaborative approach, we empower clients to create lasting positive impact for their families and communities.

Founded in 1925, Myer Family Investments is a private investment company. Shareholders are members of the 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.

Port Jackson Family Office is a boutique advisory firm partnering with highly successful individuals and their families to provide bespoke financial advice, privileged access to a diverse range of investment opportunities, and personalised management of financial affairs. Beyond traditional financial advisory and wealth management, the firm serves as a thought partner, strategist, creative investor, and risk manager.

Founded in 1959, Portland House Group is one of Australia's largest private funds management groups. The firm manages the diversified wealth of its principal, 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 a branch of the Smorgon family, Sandbar Investments is a Sydney-based family office investing across PE, VC, and Web3.0. Led by its executive chairman and its managing director.

Sequoia Financial Group Limited is an integrated financial services company founded in 2000 providing comprehensive products and services to self-directed retail and wholesale clients and professional service firms. The firm offers investment management, financial planning, insurance and market expertise with a commitment to helping clients achieve their financial goals. Sequoia operates with integrity and transparency as cornerstones, serving clients across multiple Australian cities with expert financial advice.

Small Giants is a private impact investment family office, set up by its two founders, 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.

Stonebridge is a multi-family office servicing the needs of high net-worth families with comprehensive financial management solutions. The firm provides a broad spectrum of services across multiple generations of families, delivering tailored solutions that go beyond traditional financial management. Led by two members of the Dyne family, the dedicated team of financial experts is committed to managing the total financial needs of affluent families.

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 the Forrest family, 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 Co-Founder of Westfield. Terrace Tower Group is a multi-generational investment firm born in Australia and enhanced by US insights. Led by its CEO, 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, 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 its principal from Melbourne.