Finding Australian family offices through public registers

Family offices are the most sought-after and least visible allocators in the Australian market. They rarely have websites, never publish AUM, and don't appear on any single register. But they leave a footprint across several public datasets — if you join them.

The public signals

• Private ancillary funds (PAFs). A PAF is the standard philanthropic vehicle for wealthy families. The charity register plus trust-structure data surfaces thousands of them, and the responsible people named on each are often the family and their advisers.
• Charity officeholders. Family foundations share directors with the family's investment entities. One person linked across a foundation, a trustee company and an investment vehicle is a strong family-office signal.
• AFS licences. Some single-family offices hold their own licence; the licence conditions and authorisations hint at scale and sophistication.
• Entity clusters. Groups of entities registered to the same people and addresses — investment companies, trustee companies, foundations — outline the office even when nothing is labelled "family office".

From signals to a scored universe

No single signal is conclusive. The useful output is a scored cluster: linked entities, the people behind them, the philanthropic vehicles, any licensing, and a confidence band. High-band clusters with an AFSL and a large PAF are near-certain family offices; low-band clusters are leads for research.

ConcaveIQ maintains 1,900+ scored family-office clusters built from the ACNC register, trust structures and the ABR, each with linked entities, key people and network maps — alongside the adviser, wholesale and fund universes BD teams already work. Explore the coverage.