EWM Group

Overview

EWM Group describes itself as an independent multifamily office headquartered in Brisbane, with a national presence and an international perspective.⁵ The firm identifies entrepreneurs, sportspeople, executives, multigenerational families, global sportspeople, entertainers, women of wealth and the broader ultra high net worth community as client groups.⁷ EWM lists offices in Brisbane and Sydney.²⁰

EWM Group Pty Ltd is an Australian private company with ABN 59 657 508 211, active from 22 February 2022, with its main business location in Queensland 4000.¹ It appears as a current authorised representative under AFSL 298171, with capabilities that include providing financial product advice and arranging dealings in financial products.² Generation Securities Pty Ltd is an active Australian private company from 20 September 2005, and EWM Group Pty Ltd is recorded as a trading name from that date.³ EWM states that it was founded in 2005 and describes itself as Australia’s first independent multifamily office.⁶

History

EWM states that it was founded in 2005.⁶ EWM states that it has been a National Sponsor of Family Business Association since 2017.²¹ EWM Group Network describes a network of independent multifamily offices that share resources, relationships and specialist expertise, and states that the network has more than 20 years of Australian multifamily office experience.²²

Timeline

1. 2005Generation Securities Pty Ltd is an active Australian private company from 20 September 2005, and EWM Group Pty Ltd is recorded as a trading name from that date.
2. 2017EWM states that it has been a National Sponsor of Family Business Association since 2017.
3. 2022EWM Group Pty Ltd is an Australian private company with ABN 59 657 508 211, active from 22 February 2022, with its main business location in Queensland 4000.

Leadership

Brad Scott is Founder, Chief Executive Officer and Managing Director. His biography states that he has worked in finance and investment since 1986.¹² He previously served as Executive Director of Goldman Sachs JBWere and jointly established its Queensland Private Wealth Management division.¹³

Simon Bartlett is Head of Investments. His prior roles include Head of Global Trading and Research for a Sydney single family office, as well as senior positions at Société Générale and Macquarie Bank.¹⁴ Katrina Scott is Manager of the Institute for Family Wealth. She joined EWM Group in 2017 after a 20 year legal career and a senior in house counsel role.¹⁵ Sarah Beresford is Head of Client Services and has been with EWM Group since 2009.¹⁶ Helen Russo is Client Director at Sorella, focused on women of wealth, intergenerational wealth, succession planning and behavioural finance.¹⁷

Other listed personnel include Head of Finance Gillian Smythe, Senior Consultant Dr Dongshuai Zhao, Senior Portfolio Manager Peter Doukas, Investment Analyst Olivia Ryan, Project Manager for Group Subsidiaries and Family Governance Adriana Cardozo, Client Associate Ryan Barclay, Family Office Associate Lane Barry and Executive Assistant and Office Administrator Ella Kovacs.¹⁸

Services

EWM identifies four core engagement pillars: Family Office Advice, Investment Purpose, Strategy and Policy, Family Governance and Dynamics Advice, and Philanthropic Advice.⁹ Additional services include wealth and asset management, family governance, continuity and education, philanthropic advice and implementation, financial administration, reporting and compliance, family business advisory, risk and estate services, and lifestyle and concierge services.¹⁰

The firm lists investment capabilities across venture capital, private equity, private credit, fixed income, equities, real estate and alternative investments.¹¹ EWM states that clients can select from a flexible suite of services and that fees are tailored to client needs.¹¹ It says that it coordinates clients’ legal, tax, accounting and other specialist advisers across investment, family governance, succession, philanthropy, lifestyle, reporting, education and intergenerational wealth transfer.⁸

What the firm offers

• Investment management
• Tax planning
• Estate planning
• Philanthropy
• Family governance and education
• Administration and bill pay
• Private and alternative investments
• Cross-border planning

Client focus

EWM states that its client community includes entrepreneurs, sportspeople, executives, multigenerational families, global sportspeople, entertainers, women of wealth and the broader ultra high net worth community.⁷ Its services address family governance, succession, philanthropy, education, family business matters and intergenerational wealth transfer.⁸¹⁰

Investment philosophy and approach

The firm says it does not promote affiliated products and is not built around a predetermined investment solution.⁸ EWM presents its investment work through investment purpose, strategy and policy, alongside capabilities in public markets, private markets, real estate and alternative investments.⁹¹¹

FAQs

Related resources

• LocationMultifamily offices in Brisbane

  The Brisbane multifamily offices page helps Australian entrepreneurs, executives and families compare firms serving clients in Queensland and beyond. It provides regional context when considering services such as investment management, tax planning, estate planning, administration and family governance.

• Network siteOffshoreTrusts.com

  OffshoreTrusts.com offers guides on international trusts, cross-border asset planning and related structures. These resources can help families assess questions that may arise when coordinating tax planning, estate arrangements, private investments or family assets across Australia and other jurisdictions.

• Network siteFamilyOffices.com

  FamilyOffices.com provides resources and a community focused on single family offices and wealthy families. Readers can use it to understand family office practices, governance, education and administration, then consider which capabilities may matter when evaluating a multifamily office for ongoing support.

• GuideOutsourced CIO vs multifamily office

  The outsourced CIO versus multifamily office page explains how investment-only oversight differs from broader family office support. It can help a business owner or family compare an investment management arrangement with services that also cover tax, estate planning, philanthropy, bill pay and family governance.

• Similar firmsMajor Domus
  Private Multi Family Office
  BMF Wealth

  Profiles for Major Domus, Private Multi Family Office and BMF Wealth offer additional points of comparison on this site. Reviewing these firms alongside EWM Group can help a family or business owner identify differences in service scope, client focus and approaches to investment, administration and planning.

Sources

1. ABN Lookup: EWM Group Pty Ltd , accessed 23 October 2026.
2. AFS Representative Register: EWM Group Pty Ltd , accessed 23 October 2026.
3. ABN Lookup: Generation Securities Pty Ltd , accessed 23 October 2026.
4. ABN Lookup: EWM Group Pty Ltd , accessed 23 October 2026.
5. EWM Group About Us , accessed 23 October 2026.
6. EWM Group About Us , accessed 23 October 2026.
7. EWM Group About Us , accessed 23 October 2026.
8. EWM Group About Us , accessed 23 October 2026.
9. EWM Group Services , accessed 23 October 2026.
10. EWM Group Services , accessed 23 October 2026.
11. EWM Group Services , accessed 23 October 2026.
12. EWM Group People , accessed 23 October 2026.
13. EWM Group People , accessed 23 October 2026.
14. EWM Group People , accessed 23 October 2026.
15. EWM Group People , accessed 23 October 2026.
16. EWM Group People , accessed 23 October 2026.
17. EWM Group People , accessed 23 October 2026.
18. EWM Group People , accessed 23 October 2026.
19. EWM Group Contact , accessed 23 October 2026.
20. EWM Group About Us , accessed 23 October 2026.
21. EWM Group Network , accessed 23 October 2026.

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.