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Family Office

Family office takes asset manager stake to $55m

ALEX BURKE  |  FRIDAY, 30 JUN 2017
A prominent Australian family office entered into a placement with an ASX-listed asset manager, bringing its total investment to $55 million.

Family offices partner for major US acquisition

ALEX BURKE  |  THURSDAY, 22 JUN 2017
Australian and US sophisticated investors partnered to acquire a suite of large-scale multifamily real estate assets in the US.

Family office giants agree to merger

ALEX BURKE  |  TUESDAY, 13 JUN 2017
Two prominent Australian family office businesses have signed a conditional heads of agreement to combine operations.

Concerned HNWs rolling back property exposure

ALEX BURKE  |  FRIDAY, 26 MAY 2017
Client feedback at boutique property fund manager Forza Capital suggests high-net-worth investors believe commercial property assets are fully priced.

Iron magnate makes historic $400m pledge

ALEX BURKE  |  MONDAY, 22 MAY 2017
The Australian chair of one of the world's largest iron ore producers recently made the largest ever donation by a living Australian to a range of charitable causes.

MYOB co-founder sells $62m Xero stake for charity

ALEX BURKE  |  TUESDAY, 16 MAY 2017
The founder of global accounting firm MYOB and Xero's second-largest individual shareholder is gradually reducing his Xero holdings to fund philanthropic activity.

Myer Family lures NAB executive

KARREN VERGARA  |  TUESDAY, 16 MAY 2017
Private wealth firm Myer Family Company is welcoming its new head of New South Wales operations.

Philanthropy Australia names recipients of annual industry awards

MICHELLE BALTAZAR  |  FRIDAY, 7 APR 2017
Leading Australian philanthropists were honoured for the impact of their giving at the 2017 Philanthropy Australia Awards held this week in Melbourne.

Philanthropy report offers valuable insights for NFPs: Perpetual

EMMA RAPAPORT  |  FRIDAY, 7 APR 2017
Collective and collaborative giving is on the rise in Australia, with more than a third of philanthropists suggesting they give as a group as well as individually.

Guest of honour

ALEX BURKE  |  TUESDAY, 3 JAN 2017
As one of the most influential figures in Australian wealth management, Barry Lambert knows a thing or two about calculating interest by hand - not to mention robo-advice, family office administration and even medical cannabis research. He discusses ...