Perpetual

Perpetual was founded in 1886 as a trustee company, and that origin shapes what it offers today. The private wealth division, Perpetual Private, provides financial advice, trustee services, estate administration, and philanthropy advisory to high net worth individuals, families, and multigenerational clients in Australia. The firm explicitly references client relationships spanning five generations, which signals a positioning around structural wealth continuity rather than transactional advisory.

For families evaluating Perpetual Private, the relevant service set includes:

• Personal trustee and estate services, including trusts, wills, and estate administration
• Financial planning and investment advice through a Partner-level advisory model
• Philanthropy services, including charitable giving structures and NFP advisory
• Direct equities access through an internal investment team
• First Nations community advisory, a specialised service not commonly found at comparable firms

Perpetual has announced a sale of its Wealth Management business, which introduces material uncertainty for prospective clients considering a long-term advisory relationship. The Corporate Trust division, which handles securitisation, managed funds administration, and debt market services, is a separate business line and unlikely to be relevant to family office or private wealth buyers. Fees and minimum engagement thresholds are not publicly disclosed, and the advisory model appears to operate through individual Partners rather than a centralised platform, which may limit consistency for families with complex multi-jurisdictional needs. Perpetual Private suits Australian-based families seeking a trustee-anchored relationship with dedicated philanthropy capability, but the pending sale of the wealth business warrants direct enquiry about continuity of service and team retention before committing.

• Personal trustee and estate administration
• Financial planning and investment advice for high net worth individuals and families
• Philanthropy structuring and advisory
• Direct equities investment management
• Multigenerational wealth planning

• Personal trustee services including wills and estate administration
• Philanthropy services and NFP advisory
• Direct equities investment management
• Financial advice through a Partner-led model
• First Nations community advisory
• Trusts and estates management
• Lifestyle Assist services
• Responsible investments policy framework

Built for Single Family Office (SFO), Multi Family Office (MFO), Private Wealth Owners / Principals.

Dedicated Partner advisers by state, phone support via 1800 631 381, and email via [email protected].