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Family offices

We bring a deep understanding and extensive knowledge to guide, manage and protect your wealth, catering to the unique needs of you and your family.

How we help you

Family gathering over outdoor dining table

Our experience working with some of Australia's most eminent families means we can understand the complexities of your family office, no matter the size.

With substantial funds under management, our family office clients come to us for wealth preservation and growth strategies to help meet the needs of future generations.

In addition, we provide insights and share research on market trends across a range of relevant topics including philanthropy, technology and cyber security, as well as offer exclusive access to industry networking opportunities. We can also help you identify ways to give, and connect you with philanthropy specialists who can help you give confidently to the organisations that matter to you.

Tailored services to build your solution

Investment strategy

We aim to grow your wealth through domestic and global opportunities, including strategic asset allocation, tailored Investment mandates, fixed income and cash management, hedging solutions, as well as direct and structured lending solutions. 

Family wealth strategy

Your family’s wealth strategy should grow from your family’s values and goals. We can work with you to consider how to develop and document your family's purpose, strategy and values, assisting you to put in place structures to help you govern these so your legacy will carry into the future.

Lending and transactional banking

We offer a comprehensive suite of lending and banking products and services for your family, investment companies and trusts. With timely administration and reporting, secure online transactions and foreign currency management, we can manage your personal banking requirements.

Learn more about ANZ Private

Become a client

Contact us to discuss a tailored approach to wealth management.

Request a callback

Talk to an expert

Call us Mon-Fri 9am to 6pm (AEST)

1800 316 926

   

Family Business Australia

ANZ Private is a national banking partner of Family Business Australia. Since its launch in 1998, Family Business Australia has been generating opportunities for families in business by providing access to education and networking opportunities. ANZ Private is delighted to support family businesses in Australia and, by extension, the communities in which they operate.

Financial Services Guide (PDF 1.62MB)

Information provided is general in nature only and does not take into account any person's personal needs, circumstances or objectives. ANZ recommends that you read the applicable Product Disclosure Statement or offer document before deciding to acquire or hold any product. Fees, charges and eligibility criteria apply.

ANZ Private Bankers are representatives of Australia and New Zealand Banking Group Limited ABN 11 005 357 522 (ANZ), the holder of an Australian Financial Services Licence.

  

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