Australia Family Office Guide

Although Australia is not typically seen as one of the top destinations for private banking, the family office industry there has been growing quickly in recent years.  The following free guide to Australia Family Offices will help you better understand Australian family offices and provide you with resources to learn more about Australia family offices. You should also check out our 100% free book on family offices.

Introduction to Australia 

Australia has a well-developed financial sector and a thriving investment community.   The country enjoys a high standard of living and has a high GDP per capital as well as a low poverty rate.  Australia is the 13th largest economy in the world and large local economies in Melbourne and Sydney which both have strong financial industries.

Why Australia?

Australia has a financial sector that is well-established and capitalistic, setting up a pretty welcoming environment for businesses and investors.  The Australian government is highly stable with a market economy that has created a large amount of wealth.  That wealth is now being increasingly entrusted to family offices.  It is true that Australia’s family office industry is still developing but it has been growing rapidly and the concept appears to be taking off as you will read in the next section.

Family Offices in Australia 

Australia has recently started to embrace the family office model for managing investments and providing services to ultra-affluent individuals and families, but the structure is still new in the country.  In our 2013 Family Office Workshop in Singapore, there was a good showing of Australian family offices and wealth management professionals, many of whom have clients or deal partners in Singapore and other nearby wealth hubs in the region.  The trade relationship between Australia and Asian economies has been positive for the country and its businesses, who enjoy a close proximity to rising Asian powers.  China, for example, is Australia’s biggest trade partner and many businesses have expanded into Chinese markets, finding an immense group of consumers there.

As Australia’s financial and business interests intertwine more with Asia, there is more potential for investments and business across the region.  These ties have also led to more family offices in Australia that service Asian families and families with business interests in Asia.  The wealth generated in the region has led to more family office launches and greater demand for the services that family offices provide to clients.  The increase in wealth has attracted large private banking houses like UBS, which recently expanded to open a new Global Family Office business in Australia (article here).  Australia’s Investor Daily noted that wealthy families are increasingly inquiring about how a family office works and whether they might be better off forming one or joining a multi-family office.  This speaks to the growth of the industry in Australia and gives a hint of where it may be headed as more families look for family office solutions.

The following is a collection of Australia  family office resources:

Australia Family Office Resources Guide

Australia Family Office Resource #1: The Australian government has published a helpful guide to private banking in Australia including family offices.

Australia Family Office Resource #2: If you are looking for contact details of family offices in Australia you may want to consider using a Family Offices Database.  A Family Office Database provides you with the complete contact details for 100’s or sometimes even up to 1,000 global single and multi-family offices within an easy to use Excel spreadsheet format.  Learn more about this by clicking here.

Australia Family Office Resource #3: Here is a guide to investing in Australia.

Australia Family Office Resource #4: Australia’s on the rise and rise of Family Office, lessons from how the ultra wealthy invest.

Australia Family Office Resource #5:  Here is an article on Australian private banking.

Australia Family Office Resource #6: Here is an article detailing how Australia is the third most popular destination for wealthy Chinese investors.

Australia Family Office Resource #8: This article talks about how Credo Group Holdings invested in an Australian multi-family office.

Are you an employee or manager of a family office in Australia?  Then we’d like to keep in touch with you.  Simply send us an email at

Be sure to check out for our family office database and our free book on family offices.

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