QuarterFive · Family Wealth Advisory
Beyond Wealth.
We are a new-age wealth advisory firm for significant families and business owners, helping activate the full potential of their wealth across generations.
About QuarterFive
Redefining the future of family wealth.
QuarterFive is a specialist Family Wealth Advisory firm dedicated to high-net-worth and sophisticated families. We bring the structure, independence and discipline of a dedicated family office, without the cost and complexity of building one from scratch.
Significant wealth creates significant complexity. Multiple entities, advisers, assets and generations, each pulling in a different direction. We exist to bring it all together: a single, coordinated view of your family's wealth, governed with clarity and managed with care.
Headquartered in Melbourne and working with families across Australia, we act as your family's trusted adviser and counsel, combining executive leadership, financial oversight, succession planning and genuinely independent investment advice. Our role flexes to your needs, whether you're formalising your wealth for the first time or augmenting an established single-family office.
Our only interest is yours, which means every recommendation, structure and decision is made with a single goal: activating the true potential of your family's wealth, today and for the generations to come.
Why QuarterFive
Independent by design. Personal by nature.
Genuinely independent
We hold our own Australian Financial Services Licence (AFSL). Self-licensed and answerable only to you, our advice is conflict-free by design.
A complete view
We see the whole picture: every entity, asset and adviser, coordinated as one family balance sheet.
Built for generations
From governance to succession, we put the structures in place to carry your family's wealth and values forward.
Our Services & Expertise
Four core services, one complete partnership.
From whole-of-wealth management to succession, investment and giving, our four core services bring structure, independence and clarity to the significant families and business owners we serve, at every stage of their wealth.
Holistic Family Wealth Management
A complete view of your family's wealth, coordinated, optimised and managed as one.
Hover to exploreWhat's included
- Balance sheet consolidation
- Liquidity & cashflow management
- Strategic & financial planning
- Consolidated reporting
Wholesale Investment Advisory
Independent, conflict-free investment advice for wholesale and sophisticated investors.
Hover to exploreWhat's included
- Investment Policy Statement design
- Asset allocation & rebalancing
- Manager selection & monitoring
- Performance oversight
Succession & Governance
Preparing the next generation and the structures that carry your legacy forward.
Hover to exploreWhat's included
- Estate & succession planning
- Family governance & charters
- Next-generation education
- Wealth transfer structures
Philanthropy
Giving strategies that turn your family's values into lasting, structured impact.
Hover to exploreWhat's included
- Giving strategy & values
- Private & public ancillary funds
- Grant-making frameworks
- Impact reporting
Our Philosophy
Activating the true potential of each family we work with.
Beyond Wealth
Who We Work With
Meeting our clients where they are.
No two families sit at the same point. We partner with those just beginning to formalise their wealth, with established single-family offices and with standalone investors seeking asset management alone, shaping our role around where you are today and where you intend to go.
Single Family Offices
Acting alongside your in-house team, bringing specialist insight, governance and independent perspective.
Established wealth →Virtual Family Offices
Your outsourced professional team, with all the ingredients of a dedicated family office on a broader platform.
Outsourced model →Emerging Family Offices
Your trusted sounding board at pivotal moments, preparing structures before liquidity and complexity arrive.
Building foundations →Wholesale & Sophisticated Investors
Standalone asset management strategies for wholesale and sophisticated investors, independent of a full family office engagement.
Asset management →Our Services & Expertise
A multi-disciplinary team behind every family.
Our advisers bring together decades of experience across the full breadth of a family office. Select any capability to see what it includes.
Our Values
What we stand for.
Four principles shape every relationship we build and every decision we help families make.
Connection
We build deep, lasting relationships, understanding each family fully before we ever advise.
Appreciation
We take the time to understand what truly matters, honouring the people behind the wealth.
Legacy
We think in generations, helping families build something that endures well beyond today.
Mastery
We bring rigour, expertise and craft to everything we do and never stop refining it.
Start the conversation
Let's talk about your family's next chapter.
Every engagement begins with a conversation.