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Jaquillard Minns Family Office
Phil Jaquillard and David Minns established the firm more than 25 years ago as a chartered accounting practice that later added multi-family office services.
Jaquillard Minns Family Office
Phil Jaquillard and David Minns established the firm more than 25 years ago as a chartered accounting practice that later added multi-family office services. The Adelaide headquarters anchors operations while an office in Melbourne extends reach within Australia. Wealth origin details remain undisclosed. The firm deploys capital across philanthropic vehicles and enterprise software holdings. Asset classes include direct advisory on tax structures, business intelligence platforms, and mission-related investments. Geographic coverage spans Oceania and Asia. Confirmed vehicles include the Fay Fuller Foundation, Wyatt Trust, and Ukaria. Mark Ma leads the China and Japan Desk that facilitates regional expansion under single-invoice arrangements. No professional count or AUM figure appears in public materials. Adjacent structures include JM Philanthropy, chaired by Julia Steele Scott, and the Pembroke School Foundation. Phil Jaquillard holds membership in the SMSF Association and serves as President of the Philippines Business Chamber of South Australia. Mark Ma participates in the Australia China Business Council and the Adelaide Japanese Chamber of Commerce and Industry. The hybrid model integrates traditional accounting with family office mandates under one roof. This structure allows the firm to deliver outsourced CFO services to ASX companies while managing philanthropic and investment mandates for the same client families.
General information
Firm type
Multi Family Office
Year founded
1997
AUM
Undisclosed
Location
Region
Oceania
Country
Australia
City
Adelaide
Corporate office
Adelaide, Australia
Additional offices
Melbourne, Australia
Principals
Phil Jaquillard
Executive Chairman and Founding Partner
Mark Ma
Managing Director
Altss tracks 2 additional named team members for this firm — including direct investment leads, IR, and operating principals not listed on the public website.
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Frequently asked questions
Who runs investment decisions at Jaquillard Minns Family Office?
Phil Jaquillard serves as Executive Chairman. David Minns acts as Founder and Consultant. Mark Ma leads the Asia Desk and manages outsourced CFO mandates.
Does Jaquillard Minns Family Office participate in fund commitments or only direct deals?
Public materials show no fund commitments. Activity centers on direct advisory, tax structuring, and philanthropic vehicles.
What investment stages does Jaquillard Minns Family Office typically target?
No stage-specific data is published. Focus remains on established businesses requiring accounting, tax, and succession support.
Where does the underlying wealth come from?
Wealth origin is not publicly disclosed.
Does Jaquillard Minns Family Office maintain philanthropic structures, and how are they separated?
Yes. JM Philanthropy operates alongside the core practice. Separate entities include the Fay Fuller Foundation, Wyatt Trust, and Pembroke School Foundation.
How does Jaquillard Minns Family Office source proprietary deal flow?
Deal flow arises from long-term accounting and advisory relationships with Australian families and ASX companies.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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