QuarterFive Family Wealth – Redefining the future of your family’s wealth
Welcome to QuarterFive
Successful families manage their wealth with structure and intent, so it can be built, grown and carried forward for the generations that follow.
We bring together specialists in family office advice and execution to act as your family’s professional voice and sounding board. We begin by understanding where you’ve come from, where you stand today and where you’re heading.
From there, we bring your family, structures, investments and advisers together, so decisions are coordinated and nothing falls between the cracks. Whether your wealth came from building a business, an inheritance, a career or investing, we’d be glad to work alongside you.
Family office advice, shaped around your family
Start with a single need or bring everything together. Our independent family office services are built to flex, so you can draw on the expertise that matters today and add more as your family’s wealth grows.
Explore our services- Family Office Structure
- Balance Sheet Consolidation
- Liquidity Forecasting
- Strategic & Financial Planning
- Tax Efficiency
- Consolidated Reporting
- Investment Policy Design
- Asset Allocation & Rebalancing
- Manager Selection
- Property Advisory
- Risk Management
- Estate & Succession Planning
- Family Governance & Charters
- Next-Generation Education
- Wealth Transfer Structures
- Philanthropy & Giving Strategy
- Private & Public Ancillary Funds
- Family Office Administration
Beyond Wealth.
Wealth is only ever part of the story. What matters is what it makes possible for your family, for the things you value and for the generations still to come.
Services tailored to your unique wealth needs
Significant wealth arrives by many routes, and each one brings its own questions. Whatever brought you here, we shape our role around where your family is today and where it’s heading.
Founders & Business Owners
You’ve built something significant, and the decisions ahead, whether growing, selling or stepping back, will shape your family’s wealth for decades. We help you prepare well before a liquidity event: structuring ownership, planning for tax and cashflow, and making sure the proceeds are ready to serve the next chapter.
Book a conversationMulti-Generational Families
When wealth is meant to last beyond one generation, it needs more than good investments. We act as your family office, bringing investment, estate planning, tax, reporting and governance into one coordinated view, so your values travel alongside your assets.
Book a conversationFamily Business Owners
Your business and your family’s wealth are rarely separate, so we don’t treat them that way. We help you see both on one balance sheet, weigh whether to keep, grow or sell, and build succession plans that respect both the numbers and the relationships.
Book a conversationEstablished Family Offices
For families with an in-house team, we work alongside your people, adding specialist insight, an independent perspective and the governance disciplines that keep a growing office accountable.
Book a conversationFamilies Formalising Their Wealth
Many families reach a point where informal arrangements no longer fit. We help you put the right structures, advisers and decision-making in place, often as your outsourced family office, without the cost of building one from scratch.
Book a conversationThe Next Generation
Rising family members inherit more than assets; they inherit responsibility and expectations too. We help them build real financial confidence, from understanding portfolios and trusts to taking their seat at the table when decisions are made.
Book a conversationFamilies in Transition
An inheritance, a separation, the loss of a family member or a change in role can bring significant wealth into new hands quickly. We take the time to listen, steady the immediate decisions and build a plan around your priorities, not someone else’s.
Book a conversationPhilanthropic Families
For families who want their giving to be as considered as their investing, we help shape a giving strategy, establish private or public ancillary funds and put frameworks in place so your generosity has lasting, measurable impact.
Book a conversationWholesale & Sophisticated Investors
Not every relationship needs a full family office. For wholesale and sophisticated investors, we offer standalone investment advice and access to institutional-grade opportunities, with the same independence and care.
Book a conversationYou
Every family arrives with its own story, ambitions and complexities. Wherever you’re starting from, the first step is simply a conversation about what matters to you.
Book a conversationExpertise in every quarter
Each of our four core services is led by advisers who are among Australia’s most respected in their field. That expertise is the foundation. What sets us apart is the fifth quarter.
Strategy
Family office structure, planning, tax efficiency and reporting, so every decision starts from a complete picture.
Investment
Independent, institutional-grade advice, from portfolio design and manager selection to ongoing oversight.
Succession
Estate planning, governance and wealth transfer that prepare the next generation as carefully as the assets.
Philanthropy
Giving strategies and ancillary funds that turn generosity into lasting, measurable impact.
Why QuarterFive is different
The fifth quarter is everything that happens around the advice: the family, the relationships and the decisions that give wealth its meaning. Explore each pillar to see how it works in practice.
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We align the family around what matters.
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Family discovery
Every engagement begins with onboarding and family discovery. We map your journey across three horizons, where you’ve come from, where you stand today and where you’re heading, so the family agrees on priorities before any strategy is set.
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We bring every generation into the conversation.
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Continuity across generations
As families grow across businesses, portfolios and generations, informal decisions stop working. We bring each generation into structured discussions, reducing key-person risk and building the continuity that lets responsibility pass on smoothly.
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We give the family a clear way to work together.
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Your Family Office C‑Suite
We help define the core functions behind governance, financial oversight and long-term stewardship, and whether each is best insourced, outsourced or a hybrid. Regular board programs then keep every decision on track.
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We look beyond the balance sheet.
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A holistic view
Our holistic discussions surface the risks and opportunities across every facet of your financial world, not just the portfolio. Where needs are unique, our fractional Private Counsel and Investment Analyst roles add specialist depth.
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We connect the people, advice and decisions.
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The integrator
On a regular, structured cadence, we bring together family members, structures, investments and specialist advisers. As your professional voice and sounding board, we make sure actions are followed through and nothing falls between the cracks.