# Cognitive Family Office Cognitive Family Office is a Multi Family Office based in Brisbane, Australia. ## Overview - **Organization type:** Multi Family Office - **Headquarters:** Brisbane, Australia - **Region:** Oceania - **Address:** 26 Hampton Street, East Brisbane, QLD 4169, Australia - **Founded:** 2009 - **Assets under management:** Undisclosed - **Website:** cognitivewealthmgmt.com ## Regulatory record - **Reports private funds:** No ## About Cognitive Family Office was founded in Brisbane in 2009 by Tori Samuel, emerging from the licensed advisory infrastructure of CognitiveWealth. The firm was purpose-built to serve Australian business owners and high-net-worth families, embedding fiduciary advice into the wealth-creation, preservation, and succession lifecycles typical of first- and second-generation private capital. Its mandate reflects the expectations of clients who need stewardship that spans taxable portfolios, estate structures, and intergenerational governance rather than executive-level liquidity events. Strategy and deployment center on customized portfolio construction, financial planning, and preservation strategies. The firm structures client capital across liquid public markets, private-market allocations, and tax-aware income generation, with particular emphasis on positioning assets to sustain retirement distributions while managing risk. Its approach combines direct manager selection and model-driven asset allocation, supported by a team of credentialed advisors — including CERTIFIED FINANCIAL PLANNER™ and CPA designations — who coordinate tax planning, estate strategies, and philanthropic vehicles for each family. Geographic coverage is concentrated in Australia, with advisory relationships spanning Queensland and other eastern-seaboard population centers. Cognitive Family Office operates from its East Brisbane headquarters and maintains cross-regulatory alignment as an LPL-affiliated practice. The firm's advisors hold registrations that allow delivery of fiduciary investment advice, insurance solutions, and employer retirement-plan services to business-owner clients. In addition to its core wealth-management book, the firm administers philanthropic giving structures for families and advises closely held businesses on benefit-plan design and succession readiness. This model keeps the advisory team directly responsible for both family-balance-sheet management and the operating-entity retirement programs tied to those families. A structural differentiator for Cognitive Family Office is its hybrid position as a multi-family office housed within a broader licensed advisory platform — it applies institutional-family-office disciplines such as integrated tax, estate, and private-market allocation oversight, while retaining the execution flexibility and regulatory framework of an independent wealth-management practice. This allows it to serve families who are still building wealth through their operating companies, not merely preserving post-exit proceeds, without requiring the legal separation of a dedicated single-family-office trust. ## Sectors - Financial Planning - Retirement - Tax Advisory - Estate Planning - Philanthropy ## People - Tori Samuel — President, Wealth Advisor - Justin Arce — Vice President, Wealth Advisor - Kurt Mac Millan — Wealth Advisor - Francesco Setola — Wealth Advisor - Timothy Fitzgerald — Wealth Advisor/LPL Registered Principal ## Questions ### Who runs investment decisions at Cognitive Family Office? Investment and advisory decisions are led by President and Wealth Advisor Tori Samuel, supported by Vice President Justin Arce and a team that includes a CPA and an LPL Registered Principal. The firm's CFP® and CPA credentials indicate that portfolio construction is driven by in-house fiduciary advisors rather than outsourced model providers, though specific asset-allocation committee structures are not publicly detailed. ### Is Cognitive Family Office structured as a single family office or does it operate more like a wealth management firm? It is a multi-family office that operates under the broader CognitiveWealth licensed advisory platform, which gives it a dual character: it delivers integrated family-office services — tax, estate, philanthropy, private markets — while functioning day-to-day as an independent fiduciary wealth-management practice affiliated with LPL Financial. This structure avoids the legal and administrative overhead of a dedicated single-family-office trust, which suits its business-owner client base. ### How is Cognitive Family Office related to CognitiveWealth? Cognitive Family Office was founded in 2009 as an evolution of the CognitiveWealth licensed advisory platform. The multi-family office entity operates under that umbrella, applying a family-office service model — spanning investment management, tax, estate, and philanthropic governance — to the private wealth clients originally served through the advisory practice. ## Related profiles - [Cogestar Office Management](https://altss.com/profile/cogestar-office-management) - [Cohaesia Family Office](https://altss.com/profile/cohaesia-family-office) --- Last updated: 2026-06-03T20:00:00.000Z Canonical page: https://altss.com/profile/cognitive-family-office Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology