William Buck Family Office
Family office service of William Buck, an Australian accounting and advisory firm (est. 1895): governance, wealth transfer, investment oversight and administration for wealthy families.
Identity
- HEADQUARTERS
- Brisbane, Australia
- FOUNDED
- 1895
- OUTSIDE CAPITAL
- Yes — also manages others' money
Investment approach
- GEOGRAPHY
- AustraliaNew Zealand
Overview
William Buck Family Office is a service within William Buck's wealth advisory practice, which says it advises some of the wealthiest families in Australia and New Zealand. It helps families with ownership structures, investment oversight with a focus on asset allocation, investment committee charters and reporting, succession, next-generation education, estates, philanthropy and personal asset administration. The wider William Buck firm traces its history to 1895; the family office team includes a principal in Adelaide and wealth advisory partners in Sydney, Adelaide and Brisbane.
People
Frequently asked questions
William Buck Family Office is a multi family office based in Brisbane, Australia, founded in 1895.
William Buck Family Office does not publicly state whether it puts its own money into companies or invests through funds.
Key people at William Buck Family Office include Andrew Bradley (Principal, Family Office), Dan Creagan (Partner, Wealth Advisory), Adrian Frinsdorf (Partner, Wealth Advisory) and Scott Girdlestone (Partner, Wealth Advisory).
Yes. William Buck Family Office manages capital from outside investors.