ANZ Bank

Family offices managing substantial assets across generations typically need a banking partner that understands both the complexity of multi-entity structures and the interpersonal dynamics of intergenerational wealth. ANZ Private, the private banking division of Australia and New Zealand Banking Group, addresses this directly by maintaining a dedicated family office team led by a head of private office who works exclusively with ultra-high-net-worth families and family office clients.

The entry threshold is $3 million in investable assets excluding the primary residence, which positions ANZ Private firmly in the high-net-worth and family office segment. Clients receive a single point of contact who coordinates across the broader ANZ group and external specialists. Services available to family offices include:

• Strategic asset allocation, fixed income, cash management, and hedging solutions
• Structured and direct lending against a range of assets
• Family wealth and succession strategy, including governance documentation and intergenerational transfer planning
• Philanthropy and impact investing, with access to an impact investment consultant for portfolio assistance, opportunity sourcing, and reporting
• Foreign currency management and transactional banking for investment companies and trusts

Research and market views are produced by an in-house Chief Investment Office, which publishes regular outlooks covering global equities, macro positioning, and asset allocation. ANZ Private also holds the position of exclusive national banking partner of the Family Business Association in Australia. Recognition from Euromoney's 2025 awards includes rankings in succession planning and alternative investments, which are categories directly relevant to family office mandates. Pricing is not publicly disclosed, and the service is Australia-focused with offices in Sydney, Melbourne, Adelaide, Perth, Brisbane, and several Queensland regional centres. Family offices requiring a global custodian or multi-jurisdictional banking platform outside Australia may find the geographic scope a constraint.

• Investment strategy and portfolio management for family offices
• Family succession and intergenerational wealth transfer planning
• Lending and transactional banking for families, investment companies, and trusts
• Philanthropy and impact investment structuring and sourcing
• Foreign currency management and hedging
• Superannuation and retirement planning

• Dedicated relationship team as single point of contact
• Strategic asset allocation and tailored investment mandates
• Discretionary and managed equity portfolios
• Structured and direct lending solutions
• Family governance and succession documentation
• Philanthropy specialists and bespoke impact investment proposition
• Exclusive investment seminars and networking events
• In-house Chief Investment Office research and market outlooks
• Foreign currency management
• Self-managed superannuation fund (SMSF) advice

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

Dedicated private banker as single point of contact; phone support during business hours; email via [email protected]; callback request available online.