Family Offices in Australia

Audant Investments is an Australian-based investment firm operating as the private investment vehicle of Robert Whyte, a prominent Australian investor. The firm specializes in a diverse range of investment management and advisory services, catering to both individuals and institutions. Their investment portfolio is broad, encompassing listed equity investments in Australia and internationally, fixed income products, managed funds, derivatives, and direct property investments. Audant Investments is recognized as a single-family office, reflecting its private nature and comprehensive approach to wealth management.Established in 1985, Audant Investments was incorporated to manage and grow the wealth primarily derived from Robert Whyte's successful property investments. Over the decades, the firm has evolved its strategy to include a wide array of asset classes, demonstrating a flexible and opportunistic investment philosophy. They engage in various stages of venture capital funding, from seed rounds through to growth and late-stage investments, and also participate in control or buyout scenarios and venture debt. This multi-faceted approach allows Audant Investments to capitalize on opportunities across different market cycles and company development stages.The firm shows a particular interest in sectors such as Biotechnology & Life Sciences, Materials, Chemicals & Natural Resources, Mining, Real Estate, and Financial Services & Fintech. While specific portfolio companies are not widely publicized, their investment mandate suggests a focus on companies with strong growth potential and established assets. Audant Investments typically considers deal sizes ranging from $500,000 to $100 million, indicating a capacity for significant capital deployment across its preferred sectors.The team at Audant Investments includes key personnel such as Robert Whyte, the founder, Arabella Rayner, who serves as Business Manager, and Ian Riley, the Finance Director. This lean but experienced team manages the firm's extensive investment activities, leveraging their expertise in various financial instruments and market segments to deliver tailored financial solutions and manage a diversified portfolio.

Founded in 2000 by Jeff Chapman, Bangarra Group is one of Australia's leading family offices, operating across Australia, Europe, and the US. With a mission to harness the "Power of Purpose," the group integrates commercial success with philanthropic impact, supporting over 360 charities and issuing more than 700 grants through its Bennelong Foundation. Bangarra Group’s wealth stems from the entrepreneurial success of its founder. Jeff Chapman transitioned from a professional Australian rules footballer to a media entrepreneur, founding Sportsworld Media Group in 1991. The company grew internationally and was listed on the London Stock Exchange in 1998. The capital generated from its sale funded the formation of Bennelong Group and subsequently Bangarra’s diverse investments across real estate, funds management, and private equity. Bangarra's investment portfolio includes Bennelong Funds Management, which partners with boutique asset managers globally, and Bennelong Natural Capital, focusing on sustainable land and water investments. The group's assets under management and advice total $13 billion, reflecting its robust presence in funds management and private equity. Its global footprint spans seven offices, employing 585 staff across three continents, all aligned with the group's core values of collaboration, impact, and accountability.

Costa Asset Management (CAM) is a private investment group and single-family office based in Geelong, Australia. The firm serves as the investment office for the families of Robert and Anthony Costa, managing a diverse portfolio of assets with a focus on sustainable success, innovation, and long-term growth. CAM allocates capital across various asset classes, including agriculture, property, equities, fixed income, venture capital, and private equity, often partnering with other quality investors.The firm was established in 2011 following the partial sale and ASX listing of the Costa Group, the family's fresh-produce empire. This foundational history in agriculture has shaped CAM's investment philosophy, which initially focused predominantly on agricultural land and businesses. Over time, the portfolio has diversified significantly, reflecting a strategic approach to wealth management and expansion into new sectors.Costa Asset Management's investment portfolio includes notable companies such as Idyll Wine, where they supported growth in the export market with a significant investment in plant infrastructure. Other investments include SWIIM System, LAB Group, and Top Shelf International. The firm has also seen successful exits, including from Semper Securities. Beyond its investment activities, the Costa family demonstrates a strong commitment to philanthropy through the Anthony Costa Foundation, which supports the Greater Geelong community.The team at Costa Asset Management comprises experienced professionals, including 9 partners, drawing on the extensive business and agricultural background of the Costa family. Their expertise spans various investment strategies, enabling them to identify and nurture opportunities across different sectors and stages of company development, from venture capital to private equity rounds.

The Dodge Family Office is a multi-faceted investment firm based in Melbourne, Australia, serving as the umbrella organization for numerous businesses and global investments. Established in 1938 by Fred Dodge as a luggage manufacturer, the firm has evolved over three generations into a diverse operation. It manages a broad range of financial investments across various asset classes and property development projects, fostering strong, long-term relationships with professionals in real estate, construction, investment, and financial industries. The firm also maintains a charitable foundation, aiming to create a legacy of philanthropy within the family.The firm's investment focus is broad, encompassing direct equities, private equity, managed funds, hedge funds, and debt financing. They also engage in syndicated property development deals across Australia, London, and New York, and invest in live musical theatre productions in Australia, London, and the USA. The Dodge Family Office actively seeks new opportunities both domestically and internationally, often investing alongside venture capital and private equity groups globally.Key operating businesses under the Dodge Family Office include Spartan School Supplies, a leading Australian supplier of school bags and accessories; Autobrite Car Wash; and Point Property Group, which has developed a wide array of real estate projects since its inception in 1995. The firm's diversified portfolio reflects its multi-generational approach to wealth stewardship, emphasizing long-term value creation and cross-sector diversification.The team is led by third-generation family members Ron, Marty, and Joel Dodge. Ron Dodge, who joined the family business in 1970, spearheaded the move to offshore manufacturing and founded Spartan School Supplies and Point Property Group. Marty Dodge, a Chartered Accountant with experience at KPMG and Perpetual Limited, joined in 2015 and manages a broad range of financial investments and property development projects. Joel Dodge, with a background in marketing and education, transitioned into the investment side of the business, sourcing a wide array of global investments and developments.

Future Family Office is a multi-family office headquartered in Melbourne, Australia. The firm provides comprehensive wealth management, investment advisory, and succession planning services to families seeking tailored solutions for preserving and growing their capital across generations.The firm offers a broad range of services including financial planning, investment management, portfolio management, tax advisory, and fiduciary services. Future Family Office serves high-net-worth individuals, families, selected institutions, and charitable trusts, delivering personalized strategies that align with each client's unique financial objectives and risk tolerance.With a focus on long-term wealth preservation and intergenerational planning, Future Family Office combines institutional-grade investment expertise with the personalized attention of a dedicated family office. The firm's approach emphasizes diversified portfolio construction, access to alternative investments, and comprehensive estate and succession planning to ensure sustainable wealth transfer across generations.

Gandel Invest is a single-family office founded in 2012 and headquartered in Melbourne, Australia. The firm manages investments for the Gandel family, led by billionaire John Gandel and his son Tony Gandel, with wealth derived from shopping centre and retail property holdings, anchored by stakes in Melbourne's Chadstone Shopping Centre.The family office invests in seed-stage, early-stage, and later-stage companies across climate, e-sports, disability services, financial services, retail, hospitality, sports and entertainment, travel, Web3, and technology sectors. Beyond capital, Gandel Invest provides go-to-market strategies, brand and marketing creation, board placements, idea think tanks, and corporate connections.Notable portfolio investments include Animoca Brands, MyDeal, and EngageRM.

Grok Ventures is the single-family office of Mike and Annie Cannon-Brookes, co-founder of Atlassian. Founded in 2008 and headquartered in Sydney, Australia, Grok deploys permanent capital into technology-enabled opportunities advancing the global energy transition.In 2024, Grok announced it will focus exclusively on climate-related investments, viewing decarbonisation as one of the greatest economic opportunities of our time. The Cannon-Brookes have pledged $1.5 billion over 10 years — $1 billion for climate tech investments and $500 million for philanthropy.Grok's portfolio spans renewable energy (SunDrive, Solar Bay, SunCable), climate software (Neara, gridmo, WeaveGrid), sustainable food (Loam Bio, Goterra), battery storage (Antora), and green finance (Brighte). The firm invests across the capital stack from early-stage venture to large infrastructure projects.

Harris Capital is a private investment office established in 2016 to manage the diverse investment activities of the Harris Family. Based in East Melbourne, Australia, the firm operates as a family office with a multi-asset investment strategy that spans globally. Their investment focus includes retail, hospitality, e-commerce, and technology sectors, alongside significant allocations to real estate, alternatives, fixed income, public equities, and cash. The firm is committed to supporting and empowering individuals, families, and organizations to achieve sustainable growth and make a positive societal impact, particularly in Australia through entrepreneurship, social enterprise, and philanthropy.The firm was founded by Geoff Harris AO and Susan Harris AO. Geoff Harris is notably a co-founder of Flight Centre, a major ASX200 listed company, where the family remains significant shareholders. The Harris family also played a pivotal role in the growth of Boost Juice, transforming it from a few stores into a thriving enterprise before a successful private equity exit. Their entrepreneurial background and long-term investment horizon, driven by a multi-generational family mission, guide their investment decisions and focus on conduct, reputation, and legacy.Harris Capital's portfolio includes investments in companies such as Brickfloor, PremiumData360, and Gavl, operating in real estate services and media/information services. The family has also been instrumental in the growth of a large network of hospitality businesses, including popular brands like The Sporting Globe, TGI Fridays, Fonda, and Varsity, collectively encompassing over 60 venues across five states, where the family retains major shareholdings.While specific details on the broader team's expertise are not extensively public, the firm's foundation by experienced entrepreneurs like Geoff Harris AO underscores a deep understanding of business growth and strategic investment. Harris Capital also indicates a continuous search for talented individuals to join their growing teams, including those within their family office and portfolio businesses.

Hoperidge Capital is an Australian-based family office that operates as the investment vehicle for the Rod Jones Family office. The firm maintains a global investment mandate, deploying capital across a diverse range of asset classes. While being a generalist investor, Hoperidge Capital demonstrates primary expertise and a focused interest in direct investments within the technology, education, energy, and general industrial sectors.Established in 2013, Hoperidge Capital was founded by Rod Jones, who is also recognized as the founder and former CEO of Navitas, an ASX-listed education business. The firm employs a proactive and hands-on investment approach, leveraging significant sector knowledge in collaboration with a network of trusted industry and capital market partners to support the growth of its portfolio companies.Hoperidge Capital typically looks to invest between $250,000 and $10 million in a single deal, though it retains the flexibility to go beyond these limits for compelling opportunities. The firm engages in various stages of venture capital financing, including seed capital, early venture capital (roughly Series A), and growth venture capital (approximately Series B-D), supporting businesses from their initial product development through to accelerated growth and market expansion.The investment team includes key personnel such as Ben Laird, who serves as the Chief Investment Officer, and William Pender, an Investment Manager. Rod Jones, as the founder, brings extensive experience from his background in building and leading a significant education enterprise, which underpins the firm's strategic investment decisions and operational insights.

Jolimont Global is an investment firm specializing in high-growth mining equipment, technology, and services (METS) companies. The firm focuses on identifying and supporting emerging technologies and innovative ideas within the mining sector, aiming to enhance productivity, reduce costs, and promote environmental sustainability. Their investment strategy encompasses various stages, from early-stage venture capital to growth and late-stage rounds, with typical deal sizes ranging between $15 million and $20 million.Founded in 2003 as Jolimont Capital by Lex McArthur and Charles Gillies, the firm later became Jolimont Global Mining Systems. In September 2019, Jolimont Global Mining Systems Pty Ltd was acquired by Resource Capital Funds (RCF), a prominent private equity investor in the metals and mining sector. Following the acquisition, the principals of Jolimont Global Mining Systems now manage the RCF Innovation team, overseeing funds such as RCF Jolimont Mining Innovation Fund II, which continues the focus on mining innovation.Jolimont Global, through its various iterations and its current integration with Resource Capital Funds, has a track record of investing in companies that bring transformative solutions to the mining industry. Notable investments include SciAps, a manufacturer of high-performance handheld instrumentation, and Rail-Veyor Technologies Global Inc., an autonomous materials handling specialist. The firm's portfolio companies often contribute to key industry trends such as electrification, automation, and decarbonization in mining operations.The firm's leadership, including founders like Charles Gillies and Lex McArthur, brings extensive commercial experience in mining, technology, private equity, and finance. This deep industry expertise allows Jolimont Global to provide not only capital but also strategic guidance and capabilities to its portfolio companies, accelerating the commercialization of new technologies globally. The team actively scans and evaluates mining technology products and services from around the world, maintaining relationships with leading research institutions and universities.

Kirwood Capital Management is a Melbourne-based single-family office founded in 2017, conducting investment and philanthropic activities for a prominent Melbourne family. The firm has interests across private equity, listed equities, property, and alternative assets, both in Australia and offshore, with a focus on financial services, healthcare, education, and consumer sectors.

Lance East Office is the private family office of Perth-based entrepreneur Laurence Escalante, founder and CEO of Virtual Gaming Worlds (VGW). Established in 2021, the office manages Escalante’s personal investments, philanthropic initiatives, and strategic ventures across sectors including technology, gaming, fintech, and motorsports. It serves as the central hub for his diversified portfolio, which includes both early-stage startups and mature private companies. Laurence Escalante’s source of wealth is primarily derived from Virtual Gaming Worlds, an innovative social gaming company that pioneered the purchase-and-sweepstakes model in online casinos. VGW has achieved unicorn status, generating hundreds of millions in annual revenue and establishing Escalante as one of Australia's wealthiest tech entrepreneurs. Lance East Office has led notable investments such as a $12 million round in financial wellness platform WeMoney and a strategic stake in AI surveillance firm icetana. The office is also active in motorsport sponsorship and owns Lance East Aviation. Known for its agile, founder-friendly approach, Lance East supports long-term value creation and social impact initiatives, primarily in Western Australia.

Myer Family Investments (MFI) is a private investment company and single-family office established in 1925 by Sidney Myer, the founder of the Myer Stores department store chain. The firm manages the wealth of the Sidney and Merlyn Myer family and related entities, operating with a long-term investment perspective. MFI's corporate structure and stable shareholder base enable it to pursue compounding returns by backing strong companies, management teams, and investment professionals. The firm's portfolio is globally diversified across various asset classes, allowing it to engage in sophisticated investment structures and accept volatility, liquidity, and term risk in pursuit of compelling returns.The firm's origins trace back to Sidney Myer, a Jewish migrant from Belarus who built the Myer Stores empire and established a significant philanthropic legacy. Upon his death in 1934, ten percent of his wealth was allocated to The Sidney Myer Fund, with the remainder invested in MFI, which at the time owned Myer Stores. Over the past 90 years, proceeds from the sale of Myer Stores have facilitated MFI's transformation into a diversified investment house, now serving as the Myer family's primary business. MFI provides long-term, patient, and supportive capital, with its investments designed to secure the family's financial future and support its philanthropic endeavors.Myer Family Investments engages in both direct investments and partnerships with high-quality, like-minded investors. Their portfolio includes investments in listed and unlisted equities, listed and unlisted credit, property (with a focus on active strategies), private equity, and venture capital funds, including real estate and distressed assets, as well as hedge funds and other low-correlation strategies. While the firm has occasionally made direct early-stage investments, this is not its primary focus, with reported investments in later-stage rounds such as Series C and post-IPO. Notable investments include companies in the FinTech and Automotive sectors, such as Judo Bank and Veem.The investment team at Myer Family Investments comprises experienced professionals responsible for investment strategy, asset allocation, external fund manager relationships, and direct investment decisions. Key members of the investment team include Michael Kelly (Chief Investment Officer), Michael Hoffmann, Russell Bullen, Hugh Maxwell-Davis, David Cibura, and Jason Aront. The team's expertise spans global equities, private markets, property, and venture capital opportunities, contributing to the firm's multi-asset class portfolio approach.

The Paspaley Group is a prominent Australian family-owned and operated company with a rich heritage spanning over 80 years and three generations. While globally recognized as pioneers in the Australian South Sea pearling industry, the firm has significantly diversified its interests over the decades. Today, Paspaley Group operates as a multifaceted enterprise with a broad investment focus across various sectors, demonstrating a strategic approach to long-term asset management and growth.Founded in 1935 by Nicholas Paspaley Sr., the company initially focused on the collection of mother-of-pearl shells. Nicholas Paspaley Sr. was instrumental in revolutionizing the Australian South Sea pearl industry, leading to the cultivation of high-quality cultured pearls. The Paspaley family, having migrated from Greece to Australia in 1919, built their empire from an adventurous spirit and a deep understanding of the sea's treasures. The Board of Directors is entirely comprised of family members, including the children and grandchildren of the founder, with Nicholas Paspaley Jr. serving as the Executive Chairman.The firm's diverse portfolio includes substantial holdings in pearling, which, despite diversification, remains a core focus. Beyond its origins, Paspaley Group has made notable investments in retail, particularly in luxury pearl boutiques, and a significant property portfolio that includes commercial developments like the Charles Darwin Centre in Australia and the luxury Wall Street Hotel in New York, USA. Their interests also extend to aviation through AeroPearl, extensive pastoral holdings in Australian agriculture encompassing mixed cropping, wine grapes, and livestock, and marine engineering. As a family office, the Paspaley Family also engages in venture capital, with a reported interest in seed and early-stage investments, typically ranging from $1 million to $50 million per deal.The Paspaley Group's team expertise is deeply rooted in its family leadership, with key family members holding executive and directorial roles across its various divisions. This structure ensures a continuity of the founding philosophy of excellence and a long-term vision for its diverse investments. The firm's operational footprint spans across Australia, with a head office in Darwin and significant presences in Sydney and Mudgee, and extends internationally to locations such as New York, Hong Kong, and Japan, reflecting its global reach and diversified investment strategy.

Pennae Group is the investment platform of the Joyce Family Office, founded in 2018 and based in Sydney, Australia. The firm focuses on investing in mid-market businesses and property development, with a portfolio that includes acquisitions such as Orange Hire and Jaybro.

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.

Prisma Investment is a Sydney, Australia-based family office that primarily invests in capital growth and yield companies. The firm operates through several work streams, including investments in start-up and early-phase companies via Venture Partner Funds and direct follow-on investments. Additionally, Prisma Investment allocates capital to income-yielding Credit Funds and co-manages the Transfield Holdings investment portfolio alongside Angophora Capital. A unique aspect of their investment strategy involves supporting online tools that facilitate collaboration, with half of the dividends from these investments being donated to The newDemocracy Foundation.Established in 2012, Prisma Investment was founded with a focus on strategic investments across various stages. Luca Belgiorno-Nettis, a key principal, also serves as the Managing Director of Transfield Holdings and is a founder of The newDemocracy Foundation, which receives philanthropic contributions from Prisma's investments in public sector-focused online tools. The firm leverages the expertise of its Venture Partners, such as Blackbird and One Ventures, for initial filtering and advisory, allowing them to concentrate investments in promising companies that have already demonstrated resilience and growth under expert guidance. In specific cases, particularly for early-stage companies aiming to disrupt the public sector or enhance public discourse, Prisma may act as the lead funder.Prisma Investment has built a diverse portfolio, including notable investments in companies like Inventia, which operates in the healthcare discovery tools sector, ReSmart, focused on environmental services, and Canva, a prominent multimedia and design software company. These investments reflect the firm's interest in technology, business services, and sectors with potential for significant growth and societal impact. The firm's approach combines strategic partnerships with direct investment, aiming to identify and support innovative businesses.The Prisma team comprises experienced professionals such as Luca Belgiorno-Nettis, Chris Bland, and Iain Walker. Luca Belgiorno-Nettis brings extensive experience as Managing Director of Transfield Holdings and a background in architecture and urban estate management, coupled with significant philanthropic contributions to the arts and community. Chris Bland, an advisor, has over 25 years of legal and commercial experience within the Transfield Holdings Group. Iain Walker, also an advisor, has a background in professional sports and the technology industry (Microsoft Australia), and his role as Executive Director of The newDemocracy Foundation informs his focus on disruptive innovations addressing public policy problems and tools for public discussion. Therese Chiu provides executive administrative support, drawing on over 40 years of administrative experience, much of it with Transfield Holdings.

Saurin Enterprises and Aggarwal Family Office is a single-family office based in Melbourne, Australia, managed by Rakesh Kumar Aggarwal. The firm provides financial planning, investment management, portfolio management, tax advisory and fiduciary services.The family's wealth originated from engineering consulting and grew significantly through the dairy industry. Rakesh Aggarwal founded Australia's fastest-growing dairy company, Saurin Group, which owns Longwarry Food Park in Gippsland, producing fresh milk for the domestic market and powdered milk products for export. The company name is derived from the names of Aggarwal's sons, Saurabh and Rohin.

Skip Capital is a private investment firm that strategically allocates capital across technology and infrastructure sectors. Founded by Kim Jackson and Scott Farquhar, co-founder of Atlassian, the firm operates as a family office with a long-term investment horizon. They are passionate about backing technology-enabled businesses and world-class teams that are dedicated to solving global problems.The firm was founded in 2018, although co-founder Kim Jackson established Skip Capital in June 2017. Based in Sydney, Australia, Skip Capital focuses on direct investments, managing the private wealth of its principals. Their investment strategy encompasses both venture capital for high-growth startups and infrastructure projects, including real assets with a focus on climate, data, waste, water, transport, and health.Skip Capital has built a diverse portfolio of notable companies across various stages, from early-stage to late-stage funding rounds. Key investments include companies like Adora, Neara, Energy Bay, Canva, Airwallex, SafetyCulture, 1Password, Culture Amp, Tonal, Talkdesk, Figma, Gong, and Zoomo. Their portfolio demonstrates a strong inclination towards innovative solutions in areas such as artificial intelligence, healthtech, enterprise applications, and software as a service.The Skip Capital team brings a wealth of experience from diverse backgrounds, including investment banking, asset management, and startup operations. Co-founder Kim Jackson has over 20 years of experience in technology and infrastructure investing, while Scott Farquhar is renowned for co-founding Atlassian and mentoring numerous startups. The team's expertise spans venture capital and infrastructure and real assets, with members like Shane Guyot, Ken Lee, Somar Alhajali, and Patty Huang focusing on long-term infrastructure investments, and Olivia Grivas, Sahil Arora, and Simone Tai specializing in venture capital.