Protecting Legacy. Preparing Generations.
Significant wealth creates opportunity, but it also brings complexity.
Across generations, family wealth, businesses and legacies are often placed at risk not solely by poor investment performance, but by misalignment, inadequate preparation, family conflict, unclear governance and the absence of a coordinated long-term strategy.
Global research has consistently shown that many wealth transitions fail by the third generation. The reasons are well understood, families may be unprepared for the responsibilities of wealth, communication can be limited, governance is often unclear, values are not intentionally passed on, advisers may operate in isolation, and the next generation is too often expected to inherit responsibility before being equipped to steward it.
At EWM Group, we believe successful wealth transition requires more than just technical advice. It requires structure, education, alignment and trusted guidance over time.
As an independent multi-family office, EWM Group works with entrepreneurs, sportspeople, executives and multi-generational families to help protect, organise, grow and transition their wealth. We partner with clients, their families and their existing network of legal, tax, accounting, and other specialist advisers to ensure strategies are coordinated across investment, family governance, succession, philanthropy, lifestyle, reporting, education and intergenerational wealth transfer.
Our role is to help families make informed decisions, reduce complexity and prepare future generations for both the responsibilities and opportunities that significant wealth creates.
We help families protect and grow what has been built and prepare those who will carry it forward.
Our Story
Founded in 2005, EWM Group was Australia’s first independent multi-family office.
The firm was established in response to a clear need among successful executives, entrepreneurs, sportspeople and multi-generational families: the need for an independent, trusted adviser capable of coordinating the many moving parts that come with significant wealth.
We were not established to promote affiliated products, nor were we built around a predetermined investment solution. We were designed to sit on the same side of the table as our clients, providing objective advice, strategic oversight and long-term coordination across the full breadth of a family’s financial, investment, and personal affairs.
Headquartered in Brisbane, with a national presence and an international perspective, EWM Group has grown to support a select group of clients across Australia and abroad. Today, we are recognised as a leader in the multi-family office landscape, trusted by entrepreneurs, multi-generational families, global sportspeople, entertainers, women of wealth and the broader ultra-high-net-worth community.
Our independence remains central to who we are. Unlike many other providers, we are not influenced by internal products, commissions or institutional agendas. Our role extends well beyond investment management. We provide a holistic and coordinated framework designed around each family’s needs, values and objectives.
For our clients, this means having a trusted partner who can bring clarity to complexity, coordinate specialist services, support family decision-making and help ensure wealth is managed with expertise, discipline and intention across generations.
Over the years, we have continued to invest in the capabilities our clients need most. These include best-in-class global reporting, a curated co-investment community, access to leading local and global fund managers, private investment opportunities, global markets access and institutional-quality networks that are often difficult to obtain outside a trusted and established family office environment. We also provide tailored education programs for families and their mentors and other advisors, succession and stewardship preparation, and philanthropic structures that help clients simplify and enhance their giving.
We understand that wealth is deeply personal. It represents years of work, sacrifice, enterprise and responsibility. For many families, it is also a platform for opportunity, impact and legacy.
At EWM Group, our purpose is to help families protect that legacy, strengthen their decision-making and prepare future generations to lead with confidence.
We are proud of what we have built. More importantly, we remain focused on what we can help our clients build next.
