EWM Group

Overview

Established in 2005, EWM Group is Australia's first independent multi-family office, offering a comprehensive suite of services including investment management, family governance, and philanthropic advisory. The firm caters to high-net-worth families, entrepreneurs, and multi-generational families, focusing on protecting wealth and preserving legacy for generations. EWM Group has developed a global reputation, holding principal relationships with major investment banks, leading and boutique fund managers, professional service firms, and other relevant groups. The firm's services encompass family governance, investment management, philanthropy, asset and wealth management, and succession planning. EWM Group operates with core values of discretion, confidentiality, independence, and collaboration, ensuring that all endeavors are exclusively focused on the preservation and growth of clients' wealth and legacy. The firm has a proven track record of delivering expert advice for family office establishment and management, wealth management and protection, succession and family governance, philanthropy, and related specialist services to ultra-high-net-worth families, entrepreneurs, family businesses, and business families. EWM Group is headquartered in Brisbane, Queensland, with a presence throughout Australia. The firm has grown to manage a diverse range of clients both domestically and internationally, building a global reputation as a leader in the multi-family office landscape. The firm's experience and expertise in independently servicing the needs of entrepreneurs, multi-generational families, global sportspeople, entertainers, women of wealth, and the broader ultra-high-net-worth industry place it in a unique position compared to peers who are often conflicted by internal products and fees and simply focus on investment. Over the years, EWM Group has added resources and services to its team solely focused on the needs of its clients, including best-of-breed global reporting, a comprehensive co-investment community, tailored education programs for clients and their advisers to prepare them for succession, and a public ancillary fund to allow clients to simplify and enhance their structured giving requirements.

Investment Focus

• High-net-worth families
• Entrepreneurs
• Multi-generational families
• Ultra-high-net-worth individuals
• Family businesses
• Business families

Portfolio Companies