Company Profile
Port Jackson Family Office is a boutique advisory firm based in Sydney, Australia, dedicated to partnering with highly successful individuals and their families. The firm provides bespoke financial advice, comprehensive wealth management services, and privileged access to a diverse range of investment opportunities. Going beyond traditional financial advisory, Port Jackson Family Office positions itself as a thought partner, strategist, creative investor, and risk manager, aiming to help its clients achieve their financial objectives and life goals.
The firm offers a "Private CFO" service, outsourcing financial management to relieve clients of the burden of coordinating various financial specialists. This allows clients to focus on their professional and personal interests while retaining full control of their financial affairs. Port Jackson Family Office emphasizes its alignment with client interests, acting as an advocate on the same side of the table.
Founded in 2018, Port Jackson Family Office was established to cater to the complex financial needs of affluent families. The executive team includes Kurt Jeston as Private Chief Financial Officer and Managing Principal, Brinley Hales as Private Chief Financial Officer and Principal, Chris Thompson as Investment Manager, Derek Couper as Private Chief Operating Officer, Rio Afero as Chief Technology Officer, and Jen Kovacs as Chief Operating Officer. The firm fosters a collaborative environment, leveraging a private network of successful business and investment professionals to source unique investment opportunities and tap into specialist expertise across various sectors.
While specific portfolio companies are not publicly disclosed, Port Jackson Family Office provides access to a diverse array of investments both within and outside Australia. Their approach suggests involvement in various asset classes, including private equity and co-investments, catering to the sophisticated needs of high-net-worth individuals and families seeking tailored wealth solutions and strategic financial guidance.
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