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Multi-Family Office

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Atlas Wealth Group

Atlas Wealth Group is a multi family office based in Sydney, founded 2015; the Altss profile covers its classification, headquarters, registration, AUM band,...

Overview

Atlas Wealth Management is the leading provider of Australian expat tax, financial advice and mortgages to expats in over 50 countries.

General information

Firm type

Multi Family Office

Year founded

2015

Location

Region

Oceania

Country

Australia

City

Sydney

Corporate office

Sydney, Australia

Additional offices

Dubai, United Arab Emirates

Frequently asked questions

What does Atlas Wealth Group's dual-office structure in Sydney and Dubai enable?

The Sydney–Dubai axis lets Atlas service Australian expatriates across time zones and maintain physical proximity to a major expatriate financial hub. Dubai hosts a large Australian professional diaspora in sectors like construction, aviation, and finance. Having licensed advisers in both locations means the firm can conduct in-person reviews and maintain Australian regulatory coverage while being on the ground where clients live and earn.

How does Atlas source its client base?

The firm has built visibility through original research, particularly an annual expatriate financial sentiment survey that receives media and government attention in Australia. This thought-leadership approach, combined with a physical presence in Dubai, creates organic inbound interest from Australian professionals working abroad. Referrals from existing expatriate clients also form a meaningful part of the pipeline.

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