WestPac Family Office

A dedicated partner to ultra-high-net-worth individuals and families, providing the structure, oversight, and coordination required to manage complex wealth with clarity and intention.
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ABOUT US
We serve as the central point of integration across financial, legal, and personal affairs—bringing discipline, continuity, and thoughtful guidance to every aspect of a family’s financial life.
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OUR APPROACH
Wealth at scale introduces complexity across assets, entities, advisors, and generations. WestPac Family Office provides the structure to manage it. We deliver integrated oversight across the full spectrum of a family’s financial life—organizing fragmented systems, aligning advisory relationships, and ensuring decisions are made with clarity and purpose.
By assuming responsibility for day-to-day financial and operational coordination, we reduce administrative burden and create space for our clients to focus on what matters most: their businesses, their families, and their long-term objectives.
OUR CLIENTS
We partner with ultra-high-net-worth individuals, families, and closely held enterprises whose financial lives have grown beyond what traditional advisory models can effectively support.
Our clients value discretion, precision, and proactive guidance. They seek a trusted partner to coordinate complexity, maintain continuity, and ensure every decision reflects their broader vision and long-term legacy.
Each engagement is highly tailored, evolving alongside the needs of the family across generations.
WHAT WE OFFER

Integrated Services. Centralized Oversight.

WestPac Family Office provides a comprehensive suite of services designed to bring clarity, structure, and coordination to complex financial lives.

We operate at the intersection of financial oversight, operational management, and lifestyle coordination—ensuring every component works together seamlessly.

Our role is not to replace existing advisors, but to unify them.
CFO, Accounting & Bill Pay
  • Bill Pay & Cash Management Services
  • Bookkeeping
  • Budgeting
  • Financial Reporting
CFO Services
  • Strategic financial oversight
  • Reporting & planning
  • Informed decision-making support
Concierge Services
  • Personal Calendar Management
  • Household Staff Management
  • Luxury Travel Management
  • Personal Protection Services
  • College Admissions Consulting
  • Special Projects
Health & Wellness Coordination
  • Healthcare provider coordination
  • Wellness planning & resources
  • Family health logistics management
Family Governance
  • Family Governance Planning
  • Education, Estate and Legacy Planning
Real Estate Advisory Services
  • Custom Acquisition and Financing Solutions for UHNW Individuals and Families
Philanthropy Consulting
  • Foundation Management
  • Establishment and Management of Donor Advised Funds
NextGen / Financial Literacy and Wellness
  • Teaching Families to Build Resiliency
  • Financial Literacy
  • Financial Habits
  • Seed for Success™