Family Office Services
Wealth Management for Generational Success
Hewison Private Wealth provides premier family office services in Melbourne, delivering tailored, independent financial solutions for successful families who have accumulated significant wealth. Our bespoke approach ensures that this wealth is managed with precision, strategy, and long-term vision.
What is a Family Office?
A Family Office is more than wealth management—it’s a comprehensive, centralised service designed to simplify and coordinate every aspect of an affluent family’s financial life. It brings together investment strategy, estate planning, tax structuring, philanthropy, and risk management under one trusted umbrella. At Hewison, our freedom of independence ensures every strategy and each investment recommendation is in your best interest. We act as your strategic partner—preserving and growing wealth across generations with discipline, care, and foresight.
Why Choose Hewison Private Wealth?
Selecting the right Family Office is critical to achieving financial success and security. Not all Family Offices are created equal and here’s how we stand apart:
01
True Independence
As a privately owned, fee-for-service firm, our advice is always objective, transparent, and conflict-free.
02
Deep Expertise
With over $2.5 billion in assets under management, our award-winning advisers bring decades of experience across investment strategy, intergenerational wealth planning, and governance.
03
Global Perspective, Local Insight
We provide access to institutional-grade investment opportunities across Australian and international markets.
04
Tailored Strategies, Personal Relationships
Every family is unique—so are our solutions. We take the time to understand your vision, then build a financial architecture to support it.
Investment Strategy & Portfolio Management
We develop personalised investment strategies that align with you and your families long-term financial goals and vision for the future. 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 and families.
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
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 optimised for growth. We serve families with $10M+ in investable assets and offer full Family Office infrastructure for families with $100M+ in total wealth.
Our Family Office Services support:
- Ultra high-net-worth families with complex financial structures who require strategic wealth management.
- Entrepreneurs navigating liquidity events or succession planning
- Business owners seeking to professionalise their family’s financial management
- Established Family Offices looking for an independent CIO partner
Strategic Partnership,
Not Just Advisory
Expertise without Overhead
Access an experienced investment team without the fixed cost of an internal desk.
Institutional-Grade
Access
Including private equity, property syndicates, alternatives, and structured debt.
Bespoke Governance Support
From investment committees to reporting frameworks tailored to your family’s needs.
Common Questions
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.
How does Hewison support families with complex wealth structures?
Our team specialises in structuring assets for tax efficiency, risk mitigation, and wealth transfer. Whether managing diverse asset classes, cross-border investments, or intergenerational wealth, we ensure seamless financial management tailored to your family’s specific needs.
How is Hewison Private Wealth different from other firms?
We’re one of the few truly independent wealth advisory firms in Australia, with a transparent fee-for-service model and no hidden commissions. Our loyalty is to you alone.
Is there a minimum level of wealth required?
Family Office services typically suit families with $10M+ in investable assets. For families with $100M+ in total wealth, we offer full Family Office infrastructure.
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.