Family Office Services

Investment Management for Family Offices

PPM is a trusted long-term service provider to many single family offices and multi family offices.

We support the family office's financial goals by managing investment portfolios to grow and preserve wealth across generations, minimise tax, and ensure high standards of governance and oversight.

The Individually Managed Account is the ideal structure to help meet the investment objectives of the family.

Since 1995 we have assisted both domestic and international family offices with their Australian investment portfolios.

We support family office investment activities through:

• Managing bespoke investment portfolios to meet specific risk, income, tax, and time horizon requirements.
• Tailored investment management around the family's other financial or business assets.
• Regular comprehensive reporting, including performance, tax, transactions, and personal commentary.
• A transparent structure and approach to fulfill the family office investment control and oversight requirements.
• Working collaboratively with the family's advisors and other service providers.
• Access to a private fund manager dedicated to each family office investment portfolio.
• A strong focus on both capital preservation and investment performance.
• Flexible custody arrangements of the family's choice.
• Attendance at family office investment committee meetings.

PPM's white paper Investment Management for Family Wealth provides insights into effective family office investment management.