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Family Office

KARREN VERGARA  |  FRIDAY, 5 JUN 2026   12:14PM
While family offices have investment strategies down pat, the state of their succession plans paint another story, which reports suggest could undermine a seamless transfer of a vast amount of wealth.

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Lowy family takes stake in Magellan

KARREN VERGARA  |  TUESDAY, 10 MAR 2026
The Lowy family has acquired a 5.1% stake in Magellan Financial Group via its trust Oryxium.

Family offices hunt opportunities in AI: Report

KARREN VERGARA  |  THURSDAY, 5 FEB 2026
A new survey of more than 300 global family offices shows that artificial intelligence (AI) is in hot demand as the majority flagged it as a thematic they will prioritise as a future investment.

ISS MI acquires Family Office Access

STAFF WRITER  |  WEDNESDAY, 4 FEB 2026
ISS Market Intelligence (ISS MI) has acquired Family Office Access in a move that expands and strengthens its data and analytics offerings to wealth managers, insurers and advisers.

Granite Bay Private Wealth launches, taps BlackRock

KARREN VERGARA  |  WEDNESDAY, 14 JAN 2026
Former QIC and Morgan Stanley staffers have launched Granite Bay Private Wealth and appointed BlackRock as its outsourced chief investment officer (OCIO).

Forrests' donation crowns WA as most generous state: KPMG

KARREN VERGARA  |  TUESDAY, 13 JAN 2026
Andrew and Nicola Forrest's gifting of $5 billion worth of Fortescue shares to the Minderoo Foundation has crowned Western Australia the most generous state in the country, a new analysis by KPMG reveals.

Family office buys stake in Lendlease retail asset

KARREN VERGARA  |  TUESDAY, 23 DEC 2025
Lendlease is selling a stake in luxury retail mall The Exchange TRX to a Malaysian family office for nearly $406 million.

Knight Frank launches private office in Australia

RIDDHIMA TALWANI  |  THURSDAY, 4 DEC 2025
Knight Frank has launched a private office in Australia to provide property-related advice from acquisition and sales to investment strategy, across every real estate sector.

EC Pohl expands presence in UK with acquisition

ELIZA BAVIN  |  MONDAY, 3 NOV 2025
The Brisbane-based family office has acquired a UK investment management firm.

Family trusts safe from reform for now: Mulino

JAMIE WILLIAMSON  |  THURSDAY, 16 OCT 2025
Minister for financial services Daniel Mulino has said the government is not currently looking at reforming the tax treatment of family trusts.
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