List of the 25 largest Multi Family Offices in Australia [2024]

List of 3 large Australian multi family offices

Australia has a growing family office industry, with more than 90 single family offices and over 20 renowned multi family offices, which are managing the wealth of multiple families. Main hotspots for Australian multi family offices can be found in Sydney, Melbourne and Adelaide. In the following, we are introducing you to three large multi family office investors from our list.

1. Mutual Trust

The Mutual Trust family office from Melbourne has its roots in two family offices. In 1921, William Lawrence Baillieu founded the firm, with his four brothers, to provide trustee and bookkeeping services for the Baillieu family, which made its fortune in real estate and finance. In 2017, the firm merged with The Myer Family Company Limited. Now, Mutual Trust is one of the most prominent Australian multi family offices. Services range from classical family office services to wealth management, tax and accounting, agribusiness, philanthropy, and succession planning.

2. Escala Partners

The Melbourne-based multi family office Escala Partners was launched in 2013. Escala Partners’ services range from “core services”, such as asset allocation and wealth management advisory, to tailored investment solutions, such as co-investment services, direct investment opportunities, fixed income, property deals, private equity, venture capital and structuring deals and assets. In 2019, the firm was acquired by US wealth management firm Focus Financial.

3. Cashel Family Office (Melbourne)

The Cashel Family Office is another leading Australian MFO. The firm has grown from a single-family offices, with a focus on investment management, financial advice, debt advisory, corporate finance topics and administration. The investment platform of the family office offers access to IPOs, more than 1000 managed funds, separtedly managed accounts, fixed interest securities and Australian as well as international securities.

Included information

Our list of the most important Australian multi family offices includes the following data points (given availability):

• Name
• City
• Address
• Postal Code
• Phone
• E-Mail
• Executives
• Executive LinkedIn
• Assets under Management
• Family Office Type (Asset Management / Consulting / Bank affiliated)
• Real Estate Focus
• Notable Investment Focus (e.g. Private Equity, Venture Capital, Debt, …)
• Date of Entry Creation
• Date of Last Update
• Date of Last Check

Picture source: Dimitry Osipenko (15.04.2024)