Private Multi Family Office

Overview

Private Multi Family Office (PMFO) develops personalised financial solutions around clients’ long-term aspirations, values and family legacies. The firm describes its solutions as independent, highly confidential and tailored, supported by more than 40 years of combined experience.¹

PMFO provides a centralised hub for virtual CFO support and coordinates financial needs through one trusted partner. Its work includes family-office support, virtual CFO services, tax, accounting, superannuation, agribusiness consulting, philanthropy and family giving, family succession, portfolio management, rising-generation programs, family governance, responsible investment, international client services and trusted-adviser coordination.²

History

The current business name is registered to GB Investment Corporation Pty Limited, an Australian private company with an active ABN from 29 March 2022. The business name “PRIVATE MULTI FAMILY OFFICE” has been current since 18 January 2025. PMFO states that its team expanded following the acquisition of Catalyst Partners and continues to advise families and businesses on long-term financial security and growth.³

Timeline

1. 2022The current business name is registered to GB Investment Corporation Pty Limited, an Australian private company with an active ABN from 29 March 2022.
2. 2025The business name “PRIVATE MULTI FAMILY OFFICE” has been current since 18 January 2025.

Leadership

Bernadeene Cangelosi is Managing Partner. Graham Watman and Glen Zell are Partners. The team’s background includes experience with leading Australian accounting firms and financial institutions, covering wealth management, financial advisory, strategic financial planning, investment management and personalised advisory services.⁴

Services

PMFO’s services span family-office support, wealth planning, tax and accounting, superannuation, portfolio management, family governance, succession planning, philanthropy, responsible investment and international client services. The firm also offers agribusiness consulting, virtual CFO services, rising-generation programs and coordination with trusted advisers.²

Its multi-generational work combines education, structured governance, strategic wealth planning, succession planning, leadership mentoring and financial-literacy programs for future heirs.¹

What the firm offers

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

Client Focus

PMFO works with individuals, families and family businesses across automotive, financial services, food and agribusiness, government and public sector, healthcare, manufacturing and wholesale, natural resources, not-for-profit, private equity, real estate and construction, retail, tourism and hospitality, and technology, media and telecommunications.¹

Approach

PMFO describes its process through four stages: listen, learn, solve and structure. Its stated approach centres on discretion, advice shaped by client priorities, family stewardship and long-term relationships. The firm identifies trust, community, innovation, integrity and stewardship as core values, including support for philanthropic goals and responsible long-term wealth management.¹

FAQs

Related resources

• LocationMultifamily offices in Sydney

  This Sydney directory helps families and business owners compare local multi-family office options by service focus and client fit. It gives context for assessing where investment management, financial planning, tax advice and family governance may sit within a broader advisory relationship.

• Network siteOffshoreTrusts.com

  OffshoreTrusts.com offers guides on international trusts, offshore structures and cross-border asset planning. These topics can help Sydney families with overseas holdings or family members frame questions about tax planning, estate arrangements, ownership structures and coordination across jurisdictions.

• GuideMFO vs SFO vs virtual family office

  This comparison explains how multifamily offices differ from single-family offices and virtual family offices. A family or business owner can use it to consider privacy, staffing, cost, technology and service breadth when deciding which operating model suits investment oversight and family governance needs.

• GuideHow multifamily offices invest

  This guide describes common ways multifamily offices allocate capital, assess risk and build portfolios. It can help readers prepare questions about investment management, liquidity, diversification and reporting, especially when family wealth includes operating businesses, property or assets held across countries.

• Similar firmsEWM Group
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  Profiles of EWM Group, Major Domus and BMF Wealth provide additional points of comparison among firms serving affluent families and business owners. Reviewing their stated services may help readers refine priorities for investment management, planning, governance, philanthropy and support with complex family finances.

Sources

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.