Simplifying the complexity
that wealth can bring
A level of service distinguished by discretion and advice, guided first and foremost by what matters most to our clients.
We develop personalised financial solutions tailored to the long-term aspirations and values of individuals and families, to build their lasting legacies.
Our Multi-Generational Approach
We understand that wealth is more than financial assets—it is a legacy that carries values, aspirations and responsibilities across generations. Our approach is designed to ensure that families remain financially secure while also fostering a culture of stewardship - management among younger generations.
We provide tailored education, structured governance and strategic wealth planning to empower future heirs, ensuring they are well-equipped to manage and grow their family's legacy responsibly. By integrating succession planning, leadership mentoring and financial literacy programs, we help families preserve their wealth and influence for generations to come.
Automotive
Financial Services
Food & Agribusiness
Government & Public Sector
Healthcare
Manufacturing & Wholesale
Natural Resources
We provide a range of services within the following industries:
Who PMFO helps
Not-For-Profit
Private Equity
Real Estate & Construction
Retail
Tourism, Hospitality & Leisure
Technology, Media & Telecommunications
Our Process
We listen
We learn
We solve
We structure
Our Difference
We are steadfast in our dedication to our clients.
Unlike a traditional accounting firm, we take a holistic, long-term, experienced approach to wealth stewardship.
Drawing on over 40 years of experience we provide families and individuals with independent, highly confidential, tailored wealth management solutions.
Our Values
Trust
A partnership built on reliability and expertise
Community
Supporting families in their philanthropic goals
Innovation
Adapting strategies for an ever-changing world
Integrity
Always acting in your best interests
Stewardship
Nurturing wealth for future generations
Connect With Us
To find out if Private Multi Family Office is the right choice for your family, please get in touch to learn more.
Have questions? We’re here to help.
Get in touch today.