Family Offices
Aligning long-term investment opportunities with your generational goals
Heritage
A 220-year firm legacy with decades of experience serving ultra-high-net-worth families.
Global
A presence in 38 countries that can support families with members and residences around the world.
Longevity
A founding family still involved in the business (owning approximately 44% of the business as at 31 Dec 2023), with firsthand understanding of UHNW family’s needs.
We know Family Offices need a trustworthy partner who understands their needs
Our teams deliver bespoke solutions across the full range of asset and wealth management services. We take into account all the unique considerations and dynamics of each family, everything from investing goals, tolerances for risk and wealth preservation objectives to the family’s broader mission for their wealth and their values.
Our capabilities span the full range of private and public markets and traditional and alternative investments. Skilled professionals can guide families through every stage of the wealth management process while delivering a level of service that fosters lasting relationships and continuity in support of each family’s long-term goals.
A message from
Leonie Schroder
From our Family to Yours: A Firsthand Understanding of HNW Families’ Needs.
"Whether creating or safeguarding family wealth, important decisions on asset management arise. Privileged wealth carries complex responsibilities, binding us to family, business, causes, society, and the environment. Each family is unique, spanning generations, residing worldwide, and pursuing diverse aspirations. Origins and founding timelines vary. Dynamic families evolve with changing needs. Navigating these challenges demands time, thought, and trustworthy professional assistance with real-world expertise”.
Public markets - invest across all asset classes
Our teams of experts help Family Offices manage assets across the traditional stock and bond markets with strategies that navigate up-and-down economic and market cycles so families can keep pursuing their current goals for their wealth while also meeting their aspirations for future generations.
Multi-Asset 2025 Outlook: Will growth Trump inflation?
Sebastian Mullins, Head of Multi-Asset and Fixed Income, Australia, provides his base case for global markets in 2025 and why active management remains important, particularly as inflation lies in wait.
Private markets - invest across a range of strategies
Many of today’s most innovative companies and most promising investment return opportunities exist in private markets. Our broad, but still specialised, spectrum of investment strategies in private equity, real estate, credit alternatives and infrastructure equity can provide exposure to these opportunities and allow families to benefit, as well, from the valuable diversification these investments provide.
Private Equity 2025 Outlook: Soft landings into dry powder
Claire Smith, Head of Private Assets Sales, Australia, flags the benefits of small and mid cap private equity, especially when volatility is high.
A flexible menu of services
Not only are each family’s needs unique, but those needs can also change with time. Our flexible menu of services lets each Family Office select what they need, when they need it. Our assistance extends to family strategy, governance, wealth planning, investments, administration, legacy, and lifestyle.
Bespoke solutions in partnership with Family Offices
With Schroders, Family Offices can discover what true customization means by working with a firm that understands the needs of high-net-worth families and builds solutions collaboratively. Our experts can help families address the most complex challenges with strategic advice, a sophisticated investment process and an integrated implement model that can deliver:
- Equity solutions
- Private asset solutions
- Public/private and multi-asset solutions
- Third-party manager research and oversight
Our Active ETF range
Markets are dynamic, is your portfolio? Get the edge with Active ETFs from Schroders.
Your contacts
Theone Star - Tel: +61 2 9210 9259
Darren Smith - Tel: +61 29210 9235