Lipman Burgon & Partners
Sydney partner-led wealth governance firm (AFSL 234972) offering wealth management, a Private Office for complex families and investment governance for foundations.
Identity
- HEADQUARTERS
- Sydney, Australia
- OUTSIDE CAPITAL
- Yes — also manages others' money
Overview
Lipman Burgon & Partners Pty Ltd, trading as Lipman Burgon, is a Sydney-based wealth firm holding Australian Financial Services Licence 234972, with offices in Sydney, Melbourne and Perth. It was co-founded by Robert Lipman after the management buyout of Investec Bank's Australian wealth management business. Its services are wealth management for individuals and families, a Private Office for families with complex structures (outsourced CIO, private markets due diligence, consolidated reporting, family governance) and investment governance for foundations and charities.
People
- Paul BurgonChief Executive & Chief Investment Officer · source
- Jason CogginsIndependent Member, Investment Committee · source
- Andrew BatsakisIndependent Member, Investment Committee · source
- Robert LipmanFounder · source
- Myra SalkinderNon-Executive Chair · source
- Nandita AlvaPartner & Chief Operating Officer · source
- Paul SelikmanPartner, Private Office · source
- Heath UeckermannPartner, Private Office · source
- Jason RademanPartner, Private Office · source
- Keith DreweryPrincipal, Private Office & For Purpose · source
- Joanna SunHead of Family Office Design · source
Frequently asked questions
Lipman Burgon & Partners is a multi family office based in Sydney, Australia.
Lipman Burgon & Partners does not publicly state whether it puts its own money into companies or invests through funds.
Key people at Lipman Burgon & Partners include Robert Lipman (Founder), Paul Burgon (Chief Executive & Chief Investment Officer), Myra Salkinder (Non-Executive Chair) and Nandita Alva (Partner & Chief Operating Officer).
Yes. Lipman Burgon & Partners manages capital from outside investors.