Private Multi Family Office Services

Family Office Wealth Management Services

MGIDC’s family office advisors provide a structure to adequately manage a family’s investment objectives, educates family members, facilitates succession planning for the family and protects wealth for generations.

Empowering Ambitious Families to Grow, Protect and Transfer Wealth

Our 4-Step Approach to Securing Your Legacy

At MGIDC Family Office, we guide families through a journey of clarity, control, and confidence in managing and preserving wealth across generations. Our approach is grounded in understanding where you are now, defining where you want to go, and designing how to get there with trusted advice and tailored support.

Step 1: Discover – Where Are You Now?

We begin with a comprehensive consultation to understand your family’s current financial position, business assets, and personal values. This includes mapping your existing structures, obligations, and opportunities. Through this discovery phase, we gain insight into the financial, relational, and operational dynamics at play within your family enterprise.

Step 2: Define – Where Do You Want to Be?

Together, we shape a shared vision of the future. Whether it’s securing a legacy, preparing the next generation, or expanding your business footprint, we help articulate your aspirations across wealth, governance, and lifestyle. These goals become the compass for our strategic planning.

Step 3: Design – How Will You Get There?

With your vision in focus, our advisors craft a bespoke plan. This includes structuring for tax efficiency, succession readiness, and asset protection. We connect you with our network of legal, financial, and investment professionals to implement a coordinated, compliant, and resilient framework for wealth management and growth.

Step 4: Deliver – With You, For the Long Term

Execution is just the beginning. We provide ongoing stewardship of your investments, family business interests, and governance structures. By remaining closely involved, we ensure your family office adapts over time, navigates change with confidence, and continues to align with your evolving needs and values.

Single Family Office Services

A single-family office is a private company that manages the wealth and affairs of one ultra-high-net-worth family.

Multi Family Office Services

A multi-family office is a commercial entity that provides similar services but caters to multiple families, allowing them to share costs and access a broader range of expertise.

What is a Family Office?

A family office is a private firm established to manage the wealth, legacy, and affairs for a single ultra-high-net-worth family. Unlike traditional financial services, a family office provides bespoke, holistic, and often multi-generational support that goes far beyond investment management. We have a wealth of experience working side by side with you to shape a structure that reflects your family’s goals, values, and vision for the future.

Our key service offering:

wealth structuring
tax/estate planning
compliance and governance
consolidated reporting and analysis
operational back office support
advisory board facilitation

Extended services via our trusted network of advisers:

legal specialists
investment advisory
insurance and risk management
philanthropy and legacy

There is no single blueprint for a family office – it is a flexible concept tailored to the family’s unique needs, goals, and values. Some offices are highly institutional with in-house investment teams, legal advisers, and philanthropic coordinators, while others are more informal and outsourced in structure. What unites them all is the mission: to preserve wealth, protect privacy, and support family cohesion across generations

But don't just take our word for it...

Reviews & feedback

Louise Dawson

CEO Australia and New Zealand - DefibsPlus

"We have engaged MGI Dobbyn Carafa for the last 10 years for professional services. We continued to be extremely satisfied with their services as they help us to navigate through a continually challenging compliant landscape in business. MGI Dobbyn Carafa are innovative, professional with a friendly family style which is very disarming when you may feel overwhelmed with the challenges of growing a business."

Simon Meers

Managing Director - AirMet Scientific

"The team at MGIDC provide exceptional business support providing a detailed analysis of our company's financial performance and corporate governance, together with big picutre strategic planning."

Matthew Bleeze

General Manager - Air Powered Services

"We found the D+C team was very easy to work with and provided an efficient, effective, and easy to manage solution and approach to the task. Overall, D+C took the time to get to know about our business and helped create a tailored solution that perfectly suited our needs.”

Mark Emerson

Managing Director - Lighthouse Corporate Coaching

"Anthony has an excellent grasp of the financial drivers of profitability; thinks deeply and effectively about solutions to roadblocks confronting our clients and gets the job done in a timely and effective manner."

Fouad Elsaadi

Operations Manager - Exergenics

“Abhishek Sharma and his team stood out for making the audit process seamless and informative. The MGIDC was always readily available to address our questions and concerns. Their responsiveness created a collaborative and efficient atmosphere, ensuring the audit progressed smoothly.”

Michael Zeng

Autorola

"We are very grateful to have MGIDC as our accountants and auditors. Their expertise has been instrumental in managing our financial affairs. From preparing financial statements to advisory services and auditing, Devan, Abi, and the team have consistently demonstrated a high level of professionalism and dedication. Their ability to navigate complex financial matters, meet deadlines, and provide clear, insightful advice has not only saved us money but also given us peace of mind. I appreciate their proactive approach, responsiveness, and the customized service they consistently deliver. We highly recommend MGIDC to anyone seeking a reliable and knowledgeable partner in managing their financial well-being."

John Micheloudakis

Air Powered Services

"MGIDC has consistently delivered top-notch services that have greatly contributed to the success of our business. Their attention to detail, and innovative solutions have set them apart in the industry. It is rare to find a supplier that not only meets but exceeds expectations consistently, and MGIDC has managed to do just that. What sets MGIDC apart is not only the quality of their offerings but also their commitment to customer satisfaction. The team is responsive, accommodating, and always goes the extra mile to ensure our needs are not just met but surpassed. Their dedication to building strong, lasting relationships is a testament to their professionalism and integrity."

Gin

Cellarhand – Financial Controller

"Thank you to Anthony, Chris, Neil and the whole team. Professional yet caring and supportive across all facets of the business. A total game changer for us. Could not recommend highly enough whether it be accounting services or their unrivalled business negotiation skills. Looking forward to many more years working together."

YPS Group

Client

"The YPS Group have been a longstanding client of MGIDC. Anthony Carafa and his team have played an integral role with our investments, property and construction projects, and family affairs. Throughout the years, MGIDC have assisted us with complex accounting and taxation advisory work, superannuation and succession planning, management and financial reporting, family office, lending, and insurance services. We would like to take this opportunity to thank Anthony for his reliability and ability to consistently provide highly technical and broad services. Most importantly, we would like to thank Anthony for his trustworthy and personal approach, and unwavering support for our projects and our family."

Paula

Client

"Cannot be happier with Nick and the team at MGIDC in handling our accounts. Any questions are answered with professionalism, understanding and patience. Nick always makes himself available to answer any concerns and is always quick to respond to emails with curly questions. Extremely satisfied with every interaction I have with the people at MGIDC and would recommend them highly!"

Our Family Office Service Benefits

We are experts in family office management.

Our most common services are listed below, but let us buy you a coffee to discuss your specific requirements.

Request a free phone consult

Expert Family Wealth Management & Succession

Family office services delivered by MGI DC advisors ensure a professional and experienced level of support for the family asset pool. It provides peace of mind for High Net Worth Individuals, facilitating smooth succession planning, joint decision-making, and assisting with Estate planning, Succession planning and controls where wealth creation, family legacy, and traditional family values are prioritised.

Dedicated Family Office Advisory & Setup

This specialised service is delivered by our experienced and dedicated team of family office advisors, skilled in providing individualised expertise for the unique needs of every family. We can assist with setting up a family office, implementing and chairing family meetings, and establishing reporting protocols that align with the family’s interests.

Education on Asset Management, Taxation, and Trusts

MGIDC Advisors are also equipped to provide education and mentoring to family members in relation to the asset pool and structure, as well as consulting on tax issues, trusts and foundations. This includes facilitating family board meetings to ensure informed decision-making for single-family offices or private multi-family offices.

Highly skilled team end-to-end support

We’re committed to investing in our people, and it’s this ethos that enables us to offer specialised services backed by years of experience. Our Advisors are highly skilled in providing a broad spectrum of wealth management support for family offices.

With a dedicated team of Advisors, we provide an individualised approach to managing the unique needs of your family office objectives.

Confidentiality and Privacy

We understand the importance of privacy and confidentiality in managing family wealth. We ensure that your financial information remains secure, discreet, and protected at all times, allowing you to feel confident that your affairs are handled with the utmost respect and care.

Philanthropic Guidance

We support families in making meaningful contributions to the causes that matter most. We offer expertise in charitable giving, helping you establish foundations and create strategies for impactful philanthropy. Aligning your wealth with your values, we empower you to make a lasting difference in the world.

What makes MGI Dobbyn Carafa different?

Big firm capability...small firm relationships

Equipped with a team that has the experience and capabilities of a big firm, but maintaining our deep, personal connection is something we pride ourselves on. Our team are highly supported and we are conscious of wanting to keep our numbers small, but our value high.

est.

2006

Decades of expertise

We have a team of experienced professionals from a diverse range of backgrounds, highly qualified for every business need. Some of the qualifications our team possess include:

Australian Financial Services Licence (AFSL)

CA and CPA qualified Accountants

Chartered Tax Advisors

Registered Company Auditors

Masters of Business Adminstration (MBA)

Real Estate Agents Licence

Xero Certified Advisors

+87

Client Net Promoter Score®

We take great pride in our customer service and the deep relationships we have with our clients and we are humbled to learn that our clients feel the same way.

5.33 out of 6 for client satisfaction

5 out of 6 for relationship satisfaction

100% of clients surveyed feel MGIDC positioned to help with acheiving their goals

71% of clients surveyed have annual revenue above $10M, employing 50+ staff

+84

Employee Net Promoter Score®

Much like client NPS®, we take great pride in our employee engagement and the deep relationships we have with our team as we support them on their professional journey.

8.67 out of 10 for employee satisfaction

8.5 out of 10 for career empowerment

Fun; Family; Food - 3 most common words to describe the culture at MGIDC

Meet our Family Office Services team

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Here are some questions we get asked:

How do I establish a family office?

To establish a family office in Australia, you’ll need to consider the legal and regulatory environment. Key factors include:

Legal structure: Family offices can be set up as trusts, companies, or partnerships, depending on your goals and tax implications.
Licensing: You may need an Australian financial services (AFS) license from ASIC, depending on the services provided.
Compliance: Ensure compliance with AML/CTF, privacy, and tax reporting laws to avoid penalties.
Tax implications: Family trusts are commonly used but subject to complex tax rules; professional advice is essential.
Estate and succession planning: Given the complexity of property law, professional guidance is crucial for wealth protection and legacy planning.

Professional advice is recommended to navigate legal and regulatory challenges.

When should I consider a family office?

In Australia, there are various situations where it might be beneficial to consider establishing a family office. Here are a few instances:

Wealth management: Centralised control over investments and planning.
Complex finances: Streamline assets for tax efficiency.
Governance & succession: Plan wealth transfer and governance.
Service consolidation: Combine legal, financial, and planning services.

Privacy: Ensure discretion in financial matters.