October 01, 2025
In the world of wealth management, family offices represent the pinnacle of personalized wealth management for ultra-high-net-worth individuals and their families. These premier advisory entities surpass traditional financial offerings, providing a bespoke management strategy for substantial wealth.
As foundational elements in the financial ecosystem, family offices play a crucial role in ensuring the seamless transition of wealth across generations, while catering to the expansive visions and personal ambitions of the world's wealthiest families.
For investment management firms, the journey to elevate their fundraising involves the strategic challenge of identifying which family offices are open to discussing new investment opportunities. This endeavor is particularly daunting due to the private and discreet nature of family office operations.
Our database, dakota marketplace, emerges as a pivotal solution in this context as it is an unparalleled database that sheds light on the intricate world of family offices. Our platform is uniquely positioned to bridge the gap between investment firms and family offices, facilitating direct contact information and engagement with both US and international family offices.
In this article we are giving you a list of the top family offices in Australia. To see a full list, you can view this in dakota marketplace.
AUM: $13B
Metro: Sydney
Bangarra Family Office functions as a Family Office specializing in Multi Family Office services. Situated at Level 26, 20 Bond Street, Sydney, the office operates within the Sydney metro area. Founded by Jeff Chapman in 2000, the office has a global presence, with core businesses in Australia, Europe, and the US.
The Bangarra Family Office manages an AUM of $13B and is recognized for its diverse portfolio in funds management and private equity markets. The office oversees various businesses across industries, each managed independently by dedicated executive teams, while broader interests are supervised by the Group's Executive Team.
AUM: $10B
Metro: Brisbane
EWM Group is a Family Office based in Brisbane, Queensland. The organization focuses on protecting clients' wealth, assets, and legacy for current and future generations by providing conflict-free advice and guidance.
With an impressive AUM of $10,000,000,000, EWM Group is recognized as one of the leaders in Australia, with a global reputation and a diverse client base spanning individuals, families, family business owners, inheritors of wealth, philanthropists, and more. The firm stands out as the first and only Independent Multi Family Office in Australia, offering tailored resources in education and philanthropy to support families and their advisers effectively.
AUM: $5B
Metro: Perth
Candor Family Office, a Family Office specializing in Multi Family Office services, is situated at Office 13, 40 St Quentin Avenue, Claremont, Western Australia. The firm caters to ultra-high-net-worth individuals and families in Perth. Offering strategic guidance, investment expertise, and dedicated advocacy, Candor serves as a trusted partner providing top-tier wealth management and administrative services. Candor Family Office manages an impressive AUM of $5 billion. As a thought partner and strategic advisor, the firm focuses on delivering tailored services to meet the unique needs of successful individuals and families. With a core emphasis on offering top-tier wealth management services, Candor ensures that ultra-high-net-worth clients receive comprehensive support in achieving their financial goals.
4. The Portland House Group Pty. Ltd
AUM: $2.4B
Metro: Melbourne
The Portland House Group Pty. Ltd. functions as a Family Office based in Melbourne, Victoria. As one of Australia's largest Private Funds Management Groups, the organization engages as a sophisticated investor in global markets, focusing on equities, fixed income, external funds, currencies, and derivatives.
The Portland House Group manages assets under management totaling $2.4 billion. With its headquarters situated at 8 Collins Street, Melbourne, the firm's investment activities span various financial instruments, reflecting a diversified investment approach within the vibrant financial landscape of Australia's market.
AUM: $2B
Metro: Melbourne
LJCB Investment Group functions as a Family Office entity with its primary operations based at 127 Collins Street, Melbourne, Victoria. Established as the main investment vehicle for the Liberman family in Australia, LJCB Investments maintains a diversified portfolio covering real estate, technology, and various other sectors. The initials represent Lee, Joshua, Cassy, and Berry Investments.
LJCB Investment Group manages assets under management (AUM) totaling $2 billion and operates within the Melbourne metro area. The organization's focus extends across a broad spectrum of investments, reflecting the family's strategic and diversified approach to wealth management.
AUM: $2B
Metro: Sydney
Marinya Capital is a Family Office situated at 2 Chifley Square, Sydney, New South Wales. Founded by a branch of the Fairfax family, specifically John B. Fairfax, known for establishing Fairfax media, a prominent Australian media company. Marinya Capital's focus lies in active property investments and a diversified portfolio across various fund managers.
Marinya Capital manages an impressive AUM of $2 billion and operates within the Sydney metro area. The organization's commitment to strategic investments and fund manager partnerships underscores its dedication to wealth management and long-term financial growth.
AUM: $2B
Metro: Sydney
The organization Australian Capital Equity functions as a Family Office and is situated at 3/30 Kings Park Road, West Perth. Established in March 1980, Australian Capital Equity (ACE) serves as the family office of the Stokes Family, focusing on both public and private markets. With operations primarily in Australia, the firm's investment strategy extends globally to identify opportunities for substantial returns, aligning with its vision for sustainable growth and innovation. The organization manages $2,000,000,000 in assets under management (AUM) and is associated with the Sydney metro area. Australian Capital Equity prioritizes thoughtful and measured investment decisions that resonate with its core values. The firm's reputation is built on its strategic approach to investments, emphasizing opportunities that reflect its commitment to sustainable growth and innovation. With a significant presence in Australian markets and a global investment reach, Australian Capital Equity navigates various markets to capitalize on potential returns while upholding its vision for long-term prosperity and success.
AUM: $1.7B
Metro: Melbourne
Victor Smorgon Group is a Family Office organization based in Melbourne. The group, located at 644 Chapel Street, South Yarra, Victoria, was founded by Victor Smorgon and his family following the divestment of various industry segments of Smorgon Consolidated Industries. Their investment strategy revolves around identifying investment themes and long-term trends, with a focus on making investments aligned with these themes. The group strongly believes in co-investments.
Victor Smorgon Group manages assets under management (AUM) totaling $1.7 billion. Their approach emphasizes thematic investing and long-term trends, ensuring investments are made in areas deemed attractive. Additionally, the group's strategy includes utilizing co-investments to maximize opportunities and returns. The organization's commitment to thematic investing and co-investments underscores their dedication to strategic and collaborative investment practices.
AUM: $1B
Metro: Sydney
Tattarang is a Family Office that operates as a Direct Investor. The organization is headquartered at PO Box 3155, Broadway Nedlands, Western Australia, with operations in the Sydney metro area. Tattarang, owned by the Forrest family, stands as one of Australia's largest private investment groups, with a diversified portfolio spanning agri-food, energy, resources, property, and lifestyle sectors.
The group comprises Fiveight, Harvest Road, Squadron Energy, Wyloo Metals, and Z1Z divisions, embodying a growth-oriented investment philosophy. Tattarang manages assets under management (AUM) totaling $1 billion, pursuing opportunities in both listed and unlisted spaces with a focus on long-term investment horizons.
AUM: $1B
Metro: Sydney
Stonebridge Family Office is a Family Office specializing in Multi Family Office services. Situated at Suite 403, 3 Waverley Street, Bondi Junction, New South Wales, the firm extends its services to families in Australia, the USA, and Europe, with a notable presence in Sydney. Founded in 2000 by Ronnie Dyne, a Chartered Accountant with a global financial footprint, Stonebridge manages assets exceeding AUD 1 billion for six families. The team's expertise is further enhanced by Saul Dyne, who, since 2021, has been instrumental in integrating advanced technology for optimized service delivery. Stonebridge Family Office's portfolio highlights a transition from a single-family office to a multi-family office, leveraging a network of global partners such as banks, investment advisors, and accountants to broaden its reach and capabilities. The firm's commitment to client service is evident in its management of substantial assets and the strategic utilization of technology under Saul Dyne's leadership, reflecting a forward-looking approach to wealth management within a global context.
To view more family offices in France or other countries, book a demo of dakota marketplace.
Morgan Holycross is a Marketing Manager at Dakota.
