Who PMFO Helps

We support a wide range of clients, ensuring bespoke solutions for every unique need.

At Private Multi Family Office we work closely with you to build your family office around your unique needs, with a relationship founded on trust, integrity, and shared values. We grow and protect your wealth and help it serve what really matters to you and your family.
— Bernadeene Cangelosi

Families & High Net Worth Individuals

We offer personalised financial guidance for families and individuals seeking structured wealth management. Whether you are planning for the future, managing an inheritance, or ensuring financial stability for your loved ones, our team provides expert advice to help you make informed decisions. Our tailored approach ensures your financial strategy aligns with your personal values and long-term objectives.

Single Family Offices

PMFO partners with Single Family Offices to enhance financial oversight and strategic wealth planning. Our expertise complements your existing structure, providing specialist support in investment management, governance frameworks, and succession planning. We work collaboratively with your trusted advisors to ensure a seamless and effective approach to managing multi-generational wealth.

Family Businesses

Family businesses face unique challenges in balancing operational success with long-term wealth preservation. PMFO provides tailored strategies to ensure financial continuity, succession planning, and governance structures that support sustainable growth. Our approach fosters business resilience while maintaining the integrity of your family’s vision and legacy.

Philanthropists & Families Giving with Purpose

We assist families and individuals in creating impactful philanthropic strategies that align with their values. Whether establishing a charitable foundation, making strategic donations, or engaging in structured giving, PMFO provides the expertise to maximise the positive impact of your philanthropy while ensuring compliance with regulatory requirements.

Family Succession & Trustee Services

Planning for the seamless transition of wealth and responsibilities is a key part of our service. PMFO provides expert guidance on family succession, estate planning, and trustee services, ensuring that wealth is passed on with clarity and purpose. Our structured approach mitigates conflicts and creates a roadmap for sustainable family governance.

Not-for-Profits

PMFO supports not-for-profit organisations with financial strategies that enhance long-term sustainability. Our team provides guidance on investment policies, governance frameworks, and regulatory compliance to help organisations achieve their mission while maintaining financial health. We work closely with boards and trustees to implement best practices in stewardship and financial oversight.

Learn more about our services

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.