Family Office Services
Hewison Private Wealth provides premier family office services in Melbourne, delivering tailored, independent financial solutions for high-net-worth individuals and families. Our bespoke approach ensures that your wealth is managed with precision, strategy, and long-term vision.
Secure Your Family’s Financial Future.
What is a Family Office?
A Family Office is a dedicated financial management service for affluent families, designed to centralise and simplify wealth management. Unlike traditional financial advisory services, a Family Office provides a comprehensive approach, integrating investment strategy, estate planning, tax optimisation, philanthropy, and asset protection into a cohesive plan.
At Hewison Private Wealth, our independent and conflict-free model ensures that every decision aligns with your family’s best interests, preserving and growing your wealth for future generations.
Choosing the Right Family Office Firm
Selecting the right Family Office is critical to achieving financial success and security. Hewison Private Wealth stands apart through:
- Independence & Integrity – We are privately owned, meaning our advice is unbiased and always in your best interest.
- Award-Winning Expertise – Decades of experience in wealth management, investment strategy, and succession planning.
- Personalised, Bespoke Solutions – Every family is unique, and so are our tailored financial strategies.
- Local & Global Insights – We provide expertise in both Australian markets and international wealth structures.
We work closely with affluent families, business owners, and multi-generational households to deliver high-touch, strategic financial management that aligns with your goals
Our Family Office Services
Investment Strategy & Portfolio Management
We develop personalised investment strategies that align with your long-term financial goals. By balancing risk and return, we ensure sustainable wealth preservation and growth. Our independent structure allows access to specialist investment opportunities tailored to high-net-worth individuals.
Estate Planning & Wealth Transfer
Ensure a seamless transition of wealth across generations. Our expert team structures trusts, wills, and succession plans to protect and preserve family assets while minimising tax implications and potential disputes.
Tax Planning & Asset Protection
Maximise tax efficiency and safeguard your wealth through strategic structuring, risk management solutions, and compliance with evolving regulatory landscapes.
Philanthropy & Charitable Giving
Create a lasting impact through structured charitable giving. We assist in establishing and managing private foundations, ensuring your philanthropic goals align with your legacy.
Who We Help
Hewison Private Wealth’s Family Office Services are designed for:
- High-net-worth individuals & families seeking strategic wealth management.
- Private business owners looking for integrated financial solutions.
- Multi-generational families needing estate planning and succession strategies.
- Single Family Offices requiring independent investment oversight and financial administration.
We understand the complex challenges faced by affluent families, from navigating tax regulations to managing diverse asset portfolios. Our expertise ensures that your wealth remains secure, strategically positioned, and optimized for growth.
Client Success Stories & Testimonials
Discover how Hewison Private Wealth has transformed the financial futures of high-net-worth families. Explore case studies showcasing successful investment strategies, estate transitions, and philanthropic initiatives that have made a lasting impact.
Where to Find Us
Our office is conveniently located on St Kilda Road, Melbourne, just minutes from the CBD, neatly nestled between Fawkner Park and Albert Park. Just 1.5km from the Royal Botanic Gardens and 3km from the Melbourne CBD, our office offers easy access for clients who live or work in Melbourne, and we offer virtual consultations for interstate and international clients.
When navigating to our office, you can opt to drive 10 minutes with limited on-site parking available. For those navigating via public transport, the 3, 5, 6, 16, and 67 tram routes will all bring you within a short walk of our office, taking no more than 15 minutes.
FAQs
What are the benefits of a Family Office versus traditional financial advisory services?
A Family Office offers a holistic, centralised approach to wealth management, encompassing investment management, tax planning, estate structuring, and philanthropic guidance. Traditional financial advisors typically focus on investments alone, lacking the integrated services required for multi-generational wealth management.
What are the costs associated with Family Office services?
Our services operate on a transparent, fee-for-service basis, with costs tailored to the complexity of your wealth management needs. We do not receive commissions or hidden fees, ensuring unbiased financial guidance.
How much money do you need for a Family Office?
While Family Offices are typically suited for families with $10 million+ in investable assets, our services are tailored to meet the needs of individuals and families seeking comprehensive financial oversight and strategic planning.