Independent investment office
for your family’s future.
Not a portfolio manager. Not a product seller. We act as your family’s outsourced Chief Investment Officer — bringing institutional investment discipline to the whole of your wealth, so every asset pulls in one direction.
the real questions
You've built the wealth. The harder question is how to hold on to it.
Most families come to us because something has changed — a business sold, an inheritance received, a life reshaped — and the weight of getting it right now rests on them.
These are the worries a family investment office exists to quiet.
“Most families invest in things they already know — their business, their friends’ businesses, property. Our job is to fill the gaps you don’t have the time or expertise to manage, and to protect the family’s wealth so one unexpected setback doesn’t put everything at risk.”
– Nilar Alom Ispahany, founder and principal
We don’t compete with what you’ve built. We complete it.
What we do
More than manaing a portfolio - overseeing your entire investment ecosystem
We act as an outsourced Chief Investment Officer, bringing institutional investment discipline to private families.
the difference
A Chief Investment Officer looks after the whole balance sheet
Concentrated exposures, existing business interest, liquidity planning, capital allocation and risk governance – the questions a family office asks – become ours.
who is this for
Built for families who need institutional-quality investment oversight.
Families who have sold a business, or are preparing to.
Families with $3m+ in investable assets.
Families seeking institutional-quality investment oversight.
Families with multiple advisers, entities and structures.
Families office seeking an independent CIO function.
Families wanting a differentiated approach to traditional wealth management.
If that sounds like your family, we should talk.
how we invest
Endowment thinking, applied to a single family.
Our job is to stop catastrophic mistakes
manager selection & oversight
We identify, review and monitor the managers who invest your capital.
Most families don’t want a due-diligence manual — they want confidence that the people managing their money were chosen carefully, and are still worth backing today. That confidence rests on a disciplined process underneath:
Custody and administration are handled through Netwealth, a regulated Australian platform, so the family’s assets are always held independently of us.
why families choose us
An investment office that answers only to the family
INDEPENDENT & UNCONFLICTED: No product affiliations, no in-house funds and no commissions. Our only incentive is your result.
INSTITUTIONAL ACCESS, AT PRIVATE SCALE: More than 30 years opening doors to private equity, credit, real estate, infrastructure and co-investments most families never see.
THE WHOLE BALANCE SHEET, AS ONE: Your business, property, portfolio and liquidity governed as a single strategy — not managed in disconnected pieces.
questions families ask
Your Questions, Answered
A planner or wealth manager typically looks after one portfolio on a platform. As your Chief Investment Officer we oversee the entire family balance sheet — public and private assets, business interests, property, liquidity and risk — and coordinate the specialists around it. We govern the strategy; we don’t simply manage an account.
No. Assets are held on Netwealth, a regulated Australian custodial platform, in your name and independently of us. We direct and monitor the strategy; you retain ownership and full visibility at all times.
We are paid by the family, on a transparent fee basis. We have no product affiliations, no in-house funds, and take no commissions — so our only incentive is your outcome.
No. Most families begin with a review of the total portfolio, then phase in oversight at a pace that suits them. The goal is one coherent strategy, not a disruptive switch.
Yes. We coordinate with your existing advisers rather than replace them, so your investment strategy, tax structures and estate plans all pull in the same direction.
Institutional-grade private equity, private credit, real estate, infrastructure and co-investment opportunities — sourced and independently vetted through more than 30 years in the private and alternative markets.
Families and foundations with $3m+ in investable assets, those who have sold or are preparing to sell a business, and family offices seeking an independent CIO function — anyone who needs institutional-quality oversight across a complex balance sheet.