BMF Asset Management

Overview

BMF Wealth operates from Sydney, Australia.³ BMF Asset Management Pty Ltd and BMF International Asset Management Pty Ltd are privately owned companies, and the directors own 100 percent of the business.¹² Clients engage exclusively with the firm’s four shareholder directors.²

History

The firm’s website states that BMF Wealth was established in 1981.²

Leadership

Barry Mendel is Founder and Executive Chairman of BMF Wealth and associated companies.⁴ His listed qualifications are CA and CPA, and his stated expertise includes corporate structuring, taxation, valuation methodologies, litigation support, asset management, and wealth creation strategies.⁴

Jill Nes is CEO of BMF Asset Management and BMF International Asset Management.⁴ Her listed qualifications include CA and JP, and her biography states more than 45 years of family office experience.⁴ She heads wealth management, family office, and succession planning activities.⁴

Justin Gaywood is Director, with MSCI and CFA listed after his name.⁴ His biography describes financial analysis and research across asset classes and global markets, together with work for institutional, ultra high net worth, and high net worth clients.⁴

Brad Mendel is Director, with BCOM and CA listed after his name.⁴ His biography describes global portfolio management, investment analysis, and family office services, as well as prior work at Morgan Stanley Private Wealth Management and PwC.⁴

The four listed executives are members of the firm’s Investment Committee.⁴

Services

BMF Wealth describes its services as wealth preservation and wealth creation strategies.¹ Its initial advice process includes consultation, preparation of an investment proposal, and presentation and discussion of that proposal.¹ Consultation covers client needs, financial and personal circumstances, objectives, and risk tolerance.¹

Private banking and treasury services include facilitating accounts with Australian major banks and international private banks.¹ The firm assists with estate planning and asset protection, including preparation of wills and estate plans.¹ It also lists Significant Investor Visa Wealth Management as a service category.²

Its family office service is described as an integrated financial service for high net worth clients.¹ This service handles management of financial affairs, next generation education, and intergenerational capital planning.¹ BMF Wealth also advises, manages, and administers charitable foundation portfolios, with attention to income needs and preservation of capital.¹

What the firm offers

• Investment management
• Estate planning
• Philanthropy
• Family governance and education
• Cross-border planning

Client focus

Typical clients are high net worth individuals with financial net assets above $2.5 million and a minimum portfolio size of $2 million.⁵ The firm identifies clients focused on protecting and growing wealth, approaching retirement, or planning capital for future generations.⁵ It says it has advised corporate entities, CEOs, directors, entrepreneurs, professionals, and their families.²

Investment philosophy and approach

The firm says its investment recommendations are based on investments its principals have personally made or own alongside clients.² It describes diversification across asset classes, custodians, countries, and currencies as part of its approach.² BMF Wealth states that global relationships in London, New York, Singapore, Zurich, and Geneva support access to international equities, bonds, gold, property, currencies, managed funds, and international banking services.²

Assets and minimums

The firm states a typical minimum portfolio size of $2 million.⁵ No assets under management figure is stated in the supplied facts.

FAQs

Related resources

• LocationMultifamily offices in Sydney

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• Network siteOffshoreTrusts.com

  OffshoreTrusts.com explains how international and offshore trusts can fit into cross-border asset planning. For an Australian family with overseas property, beneficiaries, or business interests, these guides can help prepare practical questions about estate structures, tax advice, trustee roles, and coordination with a wealth management provider.

• Network siteFamilyBusinesses.com

  FamilyBusinesses.com combines a directory with playbooks for family-owned enterprises. Business owners considering BMF Wealth can use the material to explore succession, family governance, education for the next generation, ownership decisions, and philanthropic goals alongside their investment and personal wealth planning.

• GuideHow multifamily offices invest

  This resource outlines common ways multifamily offices approach investing, including portfolio construction, risk decisions, and oversight. It can help a prospective BMF Wealth client compare how an adviser might discuss investment management with broader estate plans, family priorities, philanthropy, and the needs of multiple generations.

• Similar firmsEWM Group
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  Profiles of EWM Group, Major Domus, and Private Multi Family Office offer additional points of comparison on this site. Reviewing their stated services and client focus can help a family or business owner prepare a shortlist and identify which questions matter most for investments, governance, estate planning, and international needs.

Sources

1. BMF Wealth Services , accessed 2026-10-23.
2. BMF Wealth About Us , accessed 2026-10-23.
3. BMF Wealth Contact Us , accessed 2026-10-23.
4. Executive Team , accessed 2026-10-23.
5. Who We Serve , accessed 2026-10-23.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.