What EWM Group does

EWM Group is an Australia-based independent multi-family office founded in 2005 by Brad Scott in Brisbane. It serves ultra-high-net-worth individuals, entrepreneurs, athletes, entertainers, and multi-generational families with a coordinated service model spanning investment management, family governance and succession, philanthropic advisory, financial administration, compliance, and concierge services. The firm positions itself as Australia's first independent multi-family office, with an explicit value proposition of fee-only, commission-free advice aligned solely to client interests rather than affiliated product agendas. Services are delivered bespoke rather than tiered, with fees tailored to engagement scope and billed on an annual subscription cadence.

The firm's underlying capability mix is human-advice-led rather than technology-led; no proprietary software, AI systems, or digital platforms are described in the source material. Differentiation is sourced from independent judgment, multi-decade relationships, and a curated ecosystem that includes the EWM Group Network of like-minded independent MFOs globally, the Giving Simple Public Ancillary Fund for structured philanthropy, the Institute for Family Wealth education arm, and a National Sponsorship of the Family Business Association. A 2024 collaboration with Elevation Barn adds global leadership and legacy retreat programming as an integrated component of the family governance framework. The firm maintains offices in Brisbane (headquarters) and Sydney, with a leadership team drawn from Goldman Sachs JBWere, Morgan Stanley, Citi, NAB, Macquarie Bank, and Societe Generale.

The go-to-market motion is direct, high-touch, sales-led enterprise relationship building with UHNW clients and their existing professional advisers, supplemented by referrals from existing families, industry conference presence via the Family Business Association, and visibility through philanthropic community work. Customer acquisition is selective rather than scaled, with the firm explicitly describing itself as serving a 'select group' of clients across Australia and abroad, limiting volume but supporting high per-engagement economics and long tenure.

Name

EWM Group

Legal name

EWM Group

Website

https://ewmgroup.com.au

Company type

Private

Founded year

2005

Operating status

Operating

Headcount range

11–50 employees

Short description

EWM Group, founded in 2005 and headquartered in Brisbane, is Australia's first independent multi-family office, serving ultra-high-net-worth individuals, multi-generational families, entrepreneurs, and athletes with bespoke investment, governance, succession, and philanthropy advisory across Australia.

Ownership category

akta.pro rank

Headquarters

HQ city

Brisbane

HQ country

Australia

HQ region

Oceania

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Infrastructure, Technology or R&D, Marketing or Sales

Revenue model

1. Advisory and Management Fees: EWM Group charges fees for its comprehensive family office services. The fee structure is tailored to reflect the specific needs of each client, indicating a bespoke pricing model. As an independent multi-family office, the firm does not earn commissions from affiliated products, ensuring advice is aligned solely to the client's best interests. Revenue is derived from fees for advisory services spanning investment management, family governance, philanthropy, administration, reporting, compliance, and concierge services.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels3 records

Core offering

EWM Group is an independent multi-family office providing comprehensive wealth management, investment management, family governance and philanthropic advisory services to ultra-high-net-worth families, multi-generational families, entrepreneurs, sportspeople and family businesses. The firm coordinates investment management, commercial finance, succession planning, family business advisory, philanthropy structuring (via the Giving Simple Public Ancillary Fund) and family wealth education (via the Institute for Family Wealth) under a single advisory engagement, supported by a global network of independent multi-family offices.

Product overview

EWM Group is an independent multi-family office offering a comprehensive suite of wealth management and advisory services. The core product is EWM Group's multi-family office services, which encompasses investment management, family governance, philanthropy advisory, and administrative services. Supporting the core offering are complementary modules including Giving Simple (a philanthropy platform launched in 2016 for establishing charitable subfunds), the Elevation Barn partnership (global leadership retreats integrated into family governance services), the EWM Group Network (global network of partner multi-family offices), and the Institute for Family Wealth (education programs). The company was founded in 2005 as Australia's first independent multi-family office, headquartered in Brisbane with offices in Sydney.

Differentiator

Problem solved

Functional benefit

Brands

• Giving Simple: A Public Ancillary Fund (PuAF) launched in 2016 that provides a simple and cost-effective solution for individuals, families, and businesses to adopt structured philanthropy programs.
• Institute for Family Wealth

Products and services

• EWM Group Multi-Family Office Services Comprehensive independent multi-family office engagement covering investment management, family governance and continuity, philanthropic advisory, financial administration, reporting and compliance, and coordination of clients' existing legal, tax, accounting and specialist advisers, targeted at ultra-high-net-worth individuals, multi-generational families, entrepreneurs, sportspeople and family businesses across Australia and internationally.
• Giving Simple Public Ancillary Fund A Public Ancillary Fund (PuAF) platform that enables individuals, families and businesses to establish named charitable subfunds for structured philanthropy without the administrative burden of setting up a private foundation, for donors seeking a cost-effective giving vehicle aligned to causes such as child protection, education for disadvantaged children, and health and well-being of the next generation.
• EWM Group Charitable Fund

Quantifiable outcome

• EWM Group has supported clients through the development of Family Charters, family governance frameworks, family rules and regulations, estate planning, and investment strategies.
• +1 more outcomes

Named customers7 records

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered flagship and core.

• Family Business Association (FBA)flagshipGTM or Marketing Partner · 1 January 2017EWM Group has been a National Sponsor of the Family Business Association since 2017. This partnership empowers successful Australian and New Zealand family-led businesses by providing expert advice, member education, and peer support in the areas of Family Offices, Family Governance, Wealth Management, and Philanthropy. The partnership supports the preparation of families and next generations for successful transfer of wealth, legacy, and control. EWM Group participates in FBA events, conferences, and educational programs.
• Giving Simple FoundationcoreOthers · 1 January 2016The EWM Group Charitable Fund was formed as a sub-fund within the Giving Simple Foundation. Giving Simple is a Public Ancillary Fund (PuAF) launched in 2016, providing a cost-effective solution for individuals, families, and businesses to adopt a structured philanthropy program without establishing their own charitable foundation. EWM Group founder Brad Scott inspired and created Giving Simple. The fund supports causes in child protection, education for disadvantaged children, and health and well-being of the next generation.
• Elevation BarncoreStrategic or Co-development PartnerEWM Group announced a formal collaboration with Elevation Barn, a global leadership and legacy retreat platform founded by Will Travis. Elevation Barn delivers curated immersive experiences for entrepreneurs, founders, and multi-generational families through global retreats in Bali, Bhutan, New York, Botswana, Scotland, and Australia. The partnership integrates Elevation Barn retreats and bespoke experiences as a component of EWM Group's Family Governance and Succession framework, supporting leadership development, trust-building, clarification of family purpose, and preparation for generational transition. EWM Group clients gain access to the Elevation Barn alumni network of over 2,000 global leaders, founders, and creatives.
• EWM Group NetworkcoreStrategic or Co-development PartnerThe EWM Group Network connects like-minded independent multi-family offices dedicated to delivering consistent, high-quality, independent family office services globally. Member firms operate across different regions, service offerings, and specialist client segments, sharing complementary expertise, resources, and relationships. Member firms gain access to a global network of complementary independent multi-family offices, over 20 years of leadership and experience, direct connectivity to global resources and specialist expertise, and collaborative knowledge sharing. Clients benefit from unrivalled global deal flow, access to leading boutique advisers, managers and specialist providers, and a trusted international network of like-minded families and firms.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Crestone Wealth Management: Australian independent multi-family office serving UHNW families with comprehensive wealth advisory, investment management, and family governance services. Closest direct comparable in scale, model, and Australian market focus to EWM Group.
• Gresham Partners: Established Australian multi-family office and advisory firm focused on UHNW families, family businesses, and significant divestments. Comparable in offering holistic investment, governance, and succession advisory to EWM Group's target segments.
• Pitcairn: US-based multi-family office and investment firm focused on UHNW families with multi-generational wealth, offering investment, governance, philanthropy, and next-generation education services. Comparable in the four-pillar holistic offering and multi-generational engagement model.
• Hawthorn Advisors: Australian independent advisory firm serving UHNW families and family businesses with wealth structuring, succession planning, and family office services. Directly comparable to EWM Group in the Australian family-enterprise advisory segment.

Broad incumbents

• Stonehage Fleming: International multi-family office with operations spanning the UK, Europe, Australia, and South Africa. Offers family governance, investment management, and trustee services to UHNW families globally; broader geographic footprint than EWM Group but comparable service model.
• LGT Group: Family-owned private banking and asset management group headquartered in Liechtenstein with global reach, offering private banking, family office services, and philanthropy advisory. Comparable in serving multi-generational UHNW families with an independence-led positioning.
• Bessemer Trust: US-headquartered multi-family office serving UHNW families with investment management, wealth planning, and family governance services. While geographically distinct, it is one of the most established independent MFOs and serves as a benchmark for EWM Group's target operating model.
• Perpetual Private: Australian wealth management business of Perpetual Limited, serving HNW and UHNW clients with investment, estate planning, and trustee services. Broader institutional parent but directly competes with EWM Group in the Australian family wealth segment.

Emerging players

• Cambridge Associates: Global investment advisor to UHNW families, endowments, and foundations, offering investment consulting and portfolio advisory. Overlaps with EWM Group on investment advisory and family governance, though more focused on investment consulting than holistic coordination.

Regional players

• Equity Trustees: Australian trustee and wealth services firm offering estate planning, philanthropy, and family office-related services. Adjacent competitor with overlapping capabilities in philanthropy infrastructure and family succession.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/givingsimple
• Xx.com/EWMGroupAU

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Subsidiaries4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments1 record

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about EWM Group