Sydney Family Office Guide

Australia is home to a fast-growing family office industry, although it is still largely first-generation families the concept has gained traction recently.  The following free guide to Sydney Family Offices will help you better understand Sydney family offices and provide you with resources to learn more about Sydney family offices. You should also check out our 100% free book on family offices.

Introduction to Sydney

Sydney is the most populous city in Australia and has a strong economy.  Australia, more broadly, has a stable government, a well-performing economy and a high standard of living and GDP per capita.  Sydney is not only a popular destination for tourists, it is also home to a booming financial sector and is a very wealthy city.

Why Sydney?

As the center of economic activity in Australia, Sydney has a high concentration of wealth.  This has led to the introduction of family offices in Australia.  Although the concept is still relatively new, the family office model has been adopted by many wealthy first generation families and there is a high probability that the industry is only at the beginning of its growth.

Family Offices in Sydney 

Sydney is the most populated city in the country and contains a large amount of wealth.  As family offices become more accepted in the country Sydney stands to attract the majority of the family offices, with Melbourne likely to trail behind Sydney.  There are already a number of established family offices operating in the city and organizations like Dealers Group allow family offices to grow and network within Sydney and across Australia.

We recently spoke with one family office professional from Australia and he told us the following about the growth of the family office industry in Australia:

“There is a huge amount of opportunity.  The biggest I guess barrier to growth is finding good enough quality people to join the industry.  As you’re aware anyone who is going to be a quality participant in the industry needs to have fantastic strong ethics, they have to have a very, very good skills set, they have to have a very good education, a high level education, and need to have the right attitude about the servicing clients and helping the clients out, so they need to be very, very passionate about the space.  And without that you can’t have them.

And so with that as you’re having various people in — that actually means that you can grow.  And so the quality of growth needs to be maintained in this industry.  But the opportunity to look after clients is quite large.

I think it is as you quite a natural evolution and indeed it’s happening as you mentioned there is more and more educational groups evolving.  In Australia, we have a group called Dealers Group, I’m not too sure if you know about them, but they basically – they are probably one of the most influential groups here in Australia as far as assisting the industry to grow.

…it’s still a very, very new industry in particular in Australia, on the west coast, it’s brand new, on the east coast, it’s been around for a bit longer than that. ”

The following is a collection of Sydney family office resources:

Sydney Family Office Resources Guide

Sydney Family Office Resource #1: Here is an article discussing lessons for Australian Family Offices that older Family Offices have learned along the way.

Sydney Family Office Resource #2: This is an interesting article on a “Golden Age of short selling” awaits Australian hedge funds.

Sydney Family Office Resource #3:  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.

Sydney Family Office Resource #4: I came across this great presentation on the “Family Office Scene in Australia.”

Sydney Family Office Resource #5:  Here is an article on how a top performing Australian fund manager is sticking with the stock for its long term prospects.

Sydney Family Office Resource #6: Here is an Australian men’s magazine detailing the process for building your own family office.

Sydney Family Office Resource #7: This article discusses why the family office industry has grown so rapidly in recent years.  

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

Sydney Family Office Resource #9: You can read about the International Family Office Association launch party in Australia here.

Sydney Family Office Resource #10: Here is an article covering how one Australian family office is launching a new system for philanthropy.

Sydney Family Office Resource #11: This is an interesting story on how Australia is gradually adopting the family office model that has already been embraced in the U.S. and the E.U. countries.

Sydney Family Office Resource #12: This is a job posting for a Financial Controller position with a Sydney family office.

Sydney Family Office Resource #13: This news story covers a partnership between a hedge fund and a Sydney-based family office.

Sydney Family Office Resource #14: The Australian government has published a helpful guide to private banking in Australia including family offices.

Sydney Family Office Resource #15: If you’re looking for more information on family offices in Australia, be sure to check out our free guide.

Are you an employee or manager of a family office in Sydney?  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.

Related Resources

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