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Fordham Group Family Office Overview
Type
Multi Family Office
General Information
Fordham Group Family Office is a multi-family office headquartered in Melbourne, Australia. Founded in 2009, the firm traces its roots to Fordham Business Advisors and operates as part of Perpetual’s private wealth division. It advises multiple enterprising families and business owners on accounting, tax, investment management, superannuation, succession planning and corporate finance, leveraging in-house chartered accountants and financial advisers to protect and grow intergenerational wealth.
Contact Information
Year Founded:
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
Corporate Office:
Melbourne, Australia
Portfolio & Notable Allocations
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