For high-net-worth individuals and families, a family office could make a world of difference. Focus Partners Australia wealth managers and financial advisers can handle the complexities of managing wealth for you and work with you to reach your financial goals.

Whether you're looking to preserve your legacy, grow your wealth, or simplify your financial life, our family office services provide the expertise and stability you need.

Ready to Unlock Your Financial Potential?

    Your Trusted Partner in Wealth Management

    Our family office services are designed to simplify and enhance your financial life. As your first point of contact, we manage all aspects of your financial matters—from coordinating with key professionals to handling personal administration needs.

    From investments to tax matters and more, we ensure a seamless financial experience that is tailored to your goals, offering clear and timely insights to guide your decisions.

    Grow and Protect Your Family's Wealth

    Our family office services are designed to help you make the most of your wealth and manage your financial affairs the right way. Whether you're focused on maintaining wealth, navigating complex financial portfolios, or planning for future generations, our experienced financial advisers and wealth managers partner with you to provide support and strategic oversight. Across decades and generations, we're here to help you invest in the future of your family.

    Talk To Our Family Office Specialists

    Guiding Your Financial Journey with Purpose

    At Focus Partners Australia, our mission is to provide tailored financial advice and help you navigate life's challenges with ease.

    Simplify Financial Complexity

    Get clear guidance for navigating your financial landscape, enabling sound decisions and peace of mind.

    Tailored Solutions

    We create personalised financial strategies aligned with your unique goals and objectives.

    Local Expertise, Global Insight

    Our boutique approach and global network allow us to deliver exceptional service to individuals and businesses across Australia.

    Your Goals, Our Guidance

    We build long-term relationships, offering strategies and support to help clients achieve their financial goals.

    Frequently asked questions

    Family offices give your family's finances formal structure, assisting in governance and guidance so you can make better financial decisions. A correctly set up family office will also provide transparency and clarify a decision making hierarchy, helping you navigate conflicts, difficult changes, and other stressful family finance situations.

    A family office is really what you make of it. Depending on your needs, you may need different functions, and our team is here to provide them. Discuss your needs with us and we’ll create a family office financial management plan that includes everything required to manage family and generational wealth. This can include, but is not limited to:

    Business Oversight
    • Manage real estate, private business interests, and family partnerships
    Portfolio Management
    • Develop investment policies, oversee advisers, and monitor performance and risk
    Personal Risk Management
    • Plan and review insurance policies, health care, long-term care, and debt strategies
    Integrated Planning
    • Create wealth transfer, income tax, and asset protection strategies
    Charitable Giving
    • Establish and oversee charitable vehicles, tax reporting, and IRS compliance
    Financial Administration
    • Manage portfolio aggregation, general ledger, banking, and payroll
    Fiduciary Management
    • Oversee record-keeping, tax reporting, and trustee responsibilities
    Family Governance
    • Establish a family office board, advisory council, legacy plans, and wealth education plans

    A family office ensures a coordinated approach to wealth management, helping preserve assets, maximise opportunities, and achieve long-term financial goals. They're often private wealth management firms, set up to manage the finances of a single family and carry out a range of tasks such as investment management, tax planning, estate planning, philanthropy, family governance and more.

    A trust fund fulfils a similar role in some aspects, but they are completely different legal entities. Trust funds hold and manage assets for individuals or organisations, and are used as a wealth management tool to ensure assets are distributed correctly. While a trust fund could be used to achieve similar goals, such as the management of investments, estate planning, philanthropy and tax management, it's not actively doing those things for you.

    High-net-worth individuals and families may establish a family office to centralise the management of their financial affairs. By outsourcing financial decision-making and administrative tasks to a wealth manager specialised in a family office, they gain peace of mind knowing that their wealth is being managed effectively and efficiently.

    Setting up a family office requires careful planning and expert advice. The first step is to consult with an ASIC registered financial adviser who specialises in wealth management and family office services. They can assess your unique financial situation, identify your goals, and help structure a customised plan. At Focus Partners Australia, our family office service provides tailored strategies, seamless coordination with financial professionals, and ongoing support to ensure your financial affairs are managed effectively.