Spitfire Family Office Pty Ltd.

Overview

Spitfire Family Office Pty Ltd is an Australian private company with an active ABN status from 5 October 2019.¹ The firm says it supports ultra-high-net-worth families through personalised advice and long-term wealth planning.³

History

The available company record identifies active ABN status from 5 October 2019.¹

Leadership

Sergio Lopes is Managing Director. He is a Chartered Accountant with more than 24 years of experience, including over 12 years specialising in family office services.³

Services

Spitfire Family Office provides accounting, tax, compliance, administration, business structuring, family governance, generational succession, and estate management support. Its broader family office work includes wealth transfer, succession planning, governance, financial management, lifestyle support, investment oversight, and advisory services.²³

Its private wealth management services cover investment oversight, investment policy development, portfolio administration, and support for private foundations and charitable initiatives.³

For operating businesses, the firm provides financial reporting, forecasting, cash-flow analysis, business improvement, month-end processes, profit analysis, acquisition support, and due diligence. Its strategic development work uses accounting and taxation expertise to support growth, sustainability, financial performance, and operational efficiency.³

What the firm offers

• Financial planning
• Tax planning
• Estate planning
• Philanthropy
• Family governance and education
• Administration and bill pay

Client Focus

Spitfire Family Office works with ultra-high-net-worth families seeking coordinated support for their personal wealth, family governance, succession, estate management, investments, charitable initiatives, and business interests.³

Approach

Sergio Lopes says the firm’s approach centres on independence, accountability, personalised advice, and alignment with each family’s values and long-term goals.³

FAQs

Related resources

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• GuideWhen does a family need its own office

  This guide discusses signs that a family may need dedicated office support, such as growing complexity, multiple entities, succession planning, or a rising volume of financial administration. It can help Australian families consider when a CFO and finance team may be useful for coordinating tax, estate, philanthropy, and bill payment tasks.

• Similar firmsEWM Group
  Goodman Private Wealth
  Major Domus

  Profiles of EWM Group, Goodman Private Wealth, and Major Domus offer similar points of comparison when reviewing firms serving wealthy families and business owners. Readers can compare stated services and approaches across financial planning, tax, estate matters, family governance, philanthropy, and administration before deciding what support to investigate further.

Sources

1. Australian Business Register, ABN Lookup
2. Spitfire Family Office
3. Spitfire Family Office, Who We Are

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.