FAMILY OFFICE

We exist to guide and serve successful families in all aspects of their lives.

Family for us is a group of related people. It may come in the form of a traditional family or be a group of people, associates or a social organisation with a common need or purpose.

As your life changes, we make sure you are exactly where you need to be and help you prepare for the next stage. We understand that no family is the same and the complexity of family means we have specialists who understand those diverse needs and can support you in any way you may require assistance.

Our value proposition truly meets the needs of ultra high net worth families who need support, guidance and strategic advice across any stage of their lives.


NICHOLAS LIPSCOMBE

“Perpetual has been serving clients for over 130 years. Families have been an integral part of the story of Perpetual. As current custodians and stewards of our multi-family office, we understand the importance our role and future generations roles to continue the legacy of guiding and serving families. Our team welcome the opportunity to start a new conversation with you and your family.” - Nicholas Lipscombe, Partner, Head of Family Office

Global reach

A proudly Australian company, Perpetual continues to grow our global reach. Perpetual now has a presence in the US with offices in Boston, Portland, Dallas and San Francisco as well as Singapore, Hong Kong, London and Edinburgh.

In 2020 we successfully acquired Trillium Asset Management (Trillium) – a leading environmental, social and governance (ESG) investment firm based in the United States. The acquisition established a US presence for Perpetual and increases our exposure to the fast-growing responsible investing sector.

Launched in 1982, Trillium has one of the longest track records globally within responsible investing, including fossil fuel-free strategies that have been operating for over 20 years. In late 2020, Perpetual also acquired a 75% interest in US-based asset manager Barrow, Hanley, Mewhinney & Strauss, LLC, bringing on board the experience and expertise of more than 50 investment professionals who manage assets across US equities, global equities, global emerging markets equities and fixed income strategies. Together, these acquisitions expand our world-class investment capabilities and global distribution footprint.

  • Perpetual

  • Trillium Asset Management

  • Barrow Hanley Global Investors

NEW SOUTH WALES

Angel Place
Level 18, 123 Pitt Street
Sydney NSW 2000

QUEENSLAND

Central Plaza 1
Level 15, 345 Queen Street
Brisbane QLD 4000

AUSTRALIAN CAPITAL TERRITORY

Level 9, Nishi Building
2 Phillip Law Street
Canberra ACT 2601

VICTORIA

Level 28 and 29 Rialto South Tower
525 Collins Street
Melbourne VIC 3000

SOUTH AUSTRALIA

Level 11, 101 Grenfell Street
Adelaide SA 5000

WESTERN AUSTRALIA

Exchange Tower
Level 29, 2 The Esplanade
Perth WA 6000

SINGAPORE

16 Collyer Quay #07-01
Singapore 049318

CHICAGO

155 N Wacker Drive
Suite 4250
Chicago, IL 60606
USA

AMSTERDAM

Apollolaan 151,
1077AR Amsterdam
Netherlands


Boston

Two Financial Center
60 South Street, Suite 1100
Boston, MA 02111
USA

San Francisco

160 Spear Street, Suite 250
San Francisco, CA 94105
USA

Portland

721 NW Ninth Avenue, Suite 250
Portland, OR 97209
USA

London

20 North Audley Street
London W1K 6LX
United Kingdom

Edinburgh

15 Queen Street
Edinburgh EH2 1JE
United Kingdom

Dallas

2200 Ross Avenue, 31st Floor
Dallas, TX 75201
Boston, MA 02111
USA

Hong Kong

Unit 22, Level 10 BOC Group Life Assurance Tower
139 Des Voeux Road Central
Central Hong Kong
USA

We believe that trust must be earned. That’s why we never lose sight of the trust you place in us and the role we play in your family.

Who we work with

Private families and individuals
Substantial wealth requires expert advice. We work with entrepreneurs, inheritors, foreign nationals and next generation clients.

Foundations, associations and communities
Philanthropic giving is the glue that binds families, communities and associations. We work with our clients to create innovative and heartfelt strategies.

Private businesses
We work with clients to optimise family business outcomes. Family dynamics in businesses are unique. We work with business owners who are looking to sell, expand, diversify, acquire or even transition family control.

Single family offices
Managing a family office is complex. We assist families with an outsource solution of experts they can access on an as needed basis. Subject matter expertise, governance, risk, compliance, advice, consulting, and assistance with group reporting are some of the key areas we can offer.

Private families and individuals
Substantial wealth requires expert advice. We work with entrepreneurs, inheritors, foreign nationals and next generation clients.

Foundations, associations and communities
Philanthropic giving is the glue that binds families, communities and associations. We work with our clients to create innovative and heartfelt strategies.

Private businesses
We work with clients to optimise family business outcomes. Family dynamics in businesses are unique. We work with business owners who are looking to sell, expand, diversify, acquire or even transition family control.

Single family offices
We assist families with an outsource solution of experts they can access on an as needed basis. Subject matter expertise, governance, risk, compliance, advice, consulting, and assistance with group reporting are some of the key areas we can offer.

Our Services

Since the beginning, our company has had a duty to act in our clients’ best interests. Perpetual was formed when a group of business and professional people – including the future first Prime Minister of Australia, the Honourable Sir Edmund Barton – gathered together to create a trustee company in 1886. This fiduciary heritage, a legal responsibility to take care of assets for the benefit of another, continues to guide us today.

The founders and early clients of Perpetual had complex lives. They founded Perpetual as a trustee company partly because they needed an entity to look after their family wealth, and their legacies, far into the future. They had busy and demanding professional careers, growing families and multiple business, philanthropic and investment interests. Many of these clients wanted help in managing their financial affairs as well as discreetly growing and protecting their wealth for their children and future generations.

It is from this tradition, we have continued with the services and added to them as our clients' needs have grown.

A family office is a structure for managing private wealth and other family affairs. More families are considering the benefits of a family office due to rising concerns about a unified approach to wealth preservation, succession planning and best-practice legal, risk and compliance. The framework and skills needed to create positive interactions across the family has never been more important.


The services provided by our family office vary depending on the goals of each family. Some families may only need strategic or investment services. Others may require anything from strategic advice, through to ongoing operational and logistical support across everyday life.

Comprehensive investment advisory, including advice across all asset classes with access to full socially responsible investing capabilities and unique direct investments, plus a range of alternatives. We also offer investment administration, consolidated reporting and compliance.

We offer a comprehensive range of investment services, including investment advice, portfolio management and administration services. We provide access to unique direct investments, global investments as well as socially responsible investments.

We have a dedicated tax and accounting practice within our group offering strategic, business and local and global tax advice alongside traditional accounting services. Our team operates seamlessly with all other services specialists.


With a dedicated tax and accounting practice within Perpetual, your family office advisor can provide strategic business and tax structuring advice, or advice on how to maximise your business value as part of the overall strategy for your wealth.

Perpetual is proud of our long history of leadership in philanthropy, having supported the philanthropic passions of individuals and families for over 130 years.

Establishing a family foundation or creating an impactful and bespoke one-off giving strategy requires detailed planning and advice. Importantly, this means that we can enable your family to give in the most effective way and help you to leave a legacy.

Our team has worked with hundreds of family foundations and has extensive experience in setting measurable targets and delivering meaningful impact.

Enduring successful governance requires careful planning and a complete understanding of how to deliver optimum future control of family wealth. We provide a complete analysis scenario tested against likely events in the family. Every solution we provide is bespoke.

This approach drives many strategic outcomes including successful estate planning, strategic transition of control and ownership, along with a purpose driven investment policy statement.

Great governance includes effective stewardship of financial, human, artistic and physical resources. Education is an important element in the process of implementing governance and succession strategies. We provide ongoing education and guidance over generations.

Perpetual’s trustee heritage goes all the way back to our beginnings in 1886. We can be appointed as executor, trustee or attorney for our clients. Our families often will appoint us as co-trustee as part of optimum governance for family wealth.

With deep subject matter expertise, we are able to consult and implement practical solutions for our clients whilst ensuring we have the most appropriate risk, investment, compliance, legal and tax structures for your needs.

We can assist with the management of all types of property from residential to investment. We have in-house real estate expertise in buying and selling property globally whilst also working with a panel of preferred, valuers, insurance brokers, trades and lawyers to enable consistency of service.

Our service allows us to work with those known experts and preferred parties to ensure your best interests are met. Our model allows us to partner with any preferred agents if needed. It creates the most comprehensive go to market solution that has our vendors or purchasers best interest first in mind.

Our specialist advisers work with your preferred bank or financial institution to ensure seamless day-to-day financial management and consulting on strategic requests and deal structuring.

Our concierge team offers personalised service with a dedicated person who will be your single, consistent point of contact.

Our executive and personal assistants take care of everything from everyday tasks to more complex private matters.

Each family may need ongoing assistance or ad-hoc help. Our team are on call for project based assignments or ongoing family support.

How we work with you

We take the time to understand you and your aspirations for the future. This is at the heart of our role in family office. We know trust doesn’t come quickly. It’s a function of time, earned through a series of positive experiences and conversations.

As your needs change through life, we will be there to adapt your plan so that it remains relevant for the long term. We think in decades not quarters. Our staff are highly qualified, licensed professionals who live and breathe our strict codes of ethics and conduct.

We take an initial consultancy approach to understanding our clients’ needs and desired outcomes.

Every client has different areas of development and interest, leading us to explore how we can help meet those objectives while also uncovering areas our clients might not have thought of exploring.

We create a practical initial hypothesis to the key areas our clients would like help to solve, which may cover dozens of areas or be as simple as one area. We aim to translate complexity into simplicity.


Contact

Contact Us

Please tell us a little bit about yourself and our team will contact you. Alternatively, you can contact us on 1800 650 358 during business hours.

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