Perks Family Office
Where tradition meets innovation, and where your family’s legacy finds its true potential.
Our Heritage
Established in 1981, Perks stands as one of Australia’s largest privately-owned Accounting and Wealth Advisory firms.
Since the emergence of our Private Wealth division in 2000, we have been pioneers in providing comprehensive Family Office services in South Australia.
Today, we are entrusted with managing a portfolio exceeding $1.3 billion in client funds. Our commitment remains steadfastly dedicated to supporting the growth and success of privately-owned businesses and their owners, ensuring their financial aspirations and legacies are achieved.
Our Difference
Since 2000, our integrated service model has been the cornerstone of a truly holistic Family Office service that considers every aspect of your wealth: from your business enterprises and market investments to real estate and industry initiatives.
We connect South Australian families with elite strategic partnerships and exclusive private assets, leveraging macroeconomic and investment insights from leading global investment houses. This intelligence is distilled through our proprietary tools, honed over three decades, to deliver clarity, bespoke opportunities, and the conviction necessary to sustain your multi-generational legacy.
You will have direct access to Australia’s most experienced wealth management specialists, engaging with them personally in our Adelaide office.
“Wealth can provide enormous opportunities and happiness, but it also brings complexity which, if not well managed, can undo all of the benefit”
-Simon Wotherspoon, Director, Perks Private Wealth
