Top Family Offices in Australia

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.

1. EWM Group

AUM: $10,000,000,000

Metro Area: Brisban

2. The Portland House Group Pty. Ltd.

AUM: $2,400,000,000

Metro Area: Melbourne

3. LJCB Investment Group

AUM: $2,000,000,000

Metro Area: Melbourne

4. Marinya Capital

AUM: $2,000,000,000

Metro Area: Melbourne

5. Victor Smorgon Group

AUM: $1,700,000,000

Metro Area: Melbourne

6. Tattarang

AUM: $1,000,000,000

Metro Area: Sydney

7. Hoperidge Capital

AUM: $100,000,000

Metro Area: Melbourne

Dakota Marketplace is not just about simplifying the search for family offices; it's about transforming the approach to investment sales and relationship building in the family office domain. Through enabling direct and effective calling strategies on family offices, we empower investment firms to unlock new opportunities, ensuring a targeted and efficient outreach.

Our commitment to all investment management firms is to streamline the fundraising process. By connecting you to the right people, we hope to make it easier for investment firms to achieve their goals while fostering lasting partnerships with the world's most influential family offices.

New call-to-action

Written By: Morgan Holycross, Marketing Manager

Morgan Holycross is a Marketing Manager at Dakota.

logo-1

The leading intelligence platform on institutional and RIA data