Connect global finance. Serve a lasting family legacy.
FOA was founded in Melbourne, Australia in 2018. Connecting a family alliance with compliance and specialist financial collaboration, it brings assets, liquidity and human purpose into services for a lasting family legacy.
Founded in Melbourne, Australia in 2018, FOA connects families, family offices and professional partners through learning, dialogue, research and empowerment. Succession philosophy, cultural appreciation and life sciences provide a human foundation for financial collaboration and family governance, carrying wealth, responsibility and values across generations.
Compliance Services connects legal, tax, accounting and banking resources around cross-border family and digital-asset needs. CRS, AML, SOF and SOW reviews organise identity, structures, sources and transaction evidence. Document checks, risk identification and professional coordination support banking reviews, ongoing management and succession planning.
GSFO connects industrial asset liquidity with international banking through a specialist coordination platform. Its scope includes cash acceptance, letters of credit, bank drafts, cross-border clearing and PPP growth. Asset identification, ownership, authority and source verification connect professional execution conditions with industrial development and long-term family needs.
Connect assets, liquidity and human purpose around long-term family goals.
Become a professional collaboration platform connecting global finance with long-term family goals, enabling documented assets, coordinated liquidity, enduring values and next-generation capability.
LOOK AHEAD · CONNECT GENERATIONSTurn asset, funding, compliance and governance needs into arrangements people can understand, prepare and coordinate. Connect professional services, education and practice with long-term family management and succession.
ACT TODAY · COORDINATE EXPERTISEHonesty, empathy, alliance and responsibility turn today’s collaboration into lasting trust.
Communicate facts, evidence, conditions and boundaries clearly, building trust through transparency.
Respect each family’s history and pace, connecting financial arrangements to real lives and generational needs.
Connect expertise across disciplines, with clear roles and authority for collaborative problem-solving.
Care for ownership, compliance and execution records, considering decisions today and their impact tomorrow.
Build lasting relationships through continued learning, professional delivery and long-term engagement.
Succession philosophy asks why we pass things on; cultural appreciation explores what matters; life sciences inspire ongoing development. Human purpose guides financial arrangements, connecting wealth, responsibility and values.
Six connected strengths, from finance to family capability.
Connect assets, funds, identity, governance and the next generation. Begin with family goals before choosing individual service pathways.
Connect CRS, AML, SOF and SOW with sources, ownership, authority and consistent records, providing a basis for collaboration and ongoing updates.
Link bank credit, cross-border clearing and digital-asset verification with currency, timing, liquidity and exit considerations.
Match legal, financial, banking, digital-asset, tax and governance input to the matter, using shared questions, clear responsibilities and execution conditions.
Use courses, self-checks and practical cases to improve financial understanding and identify evidence gaps for family members and practitioners.
Consider each transaction alongside enduring records, family responsibilities and next-generation growth, passing on experience, values and capability.
Bring complementary expertise together around your family’s future.
Coordinate advisers to project needs, with clear roles, authority and scope.
KYC, AML, rights, authority, transaction terms and responsibilities; evidence review and legal coordination.
Statements, cash flow and transaction records, connecting audit, valuation and SOF/SOW evidence.
Accounts, credit instruments, drafts and payment routes, including acceptance, currency liquidity and reconciliation.
Combine on-chain tracing, custody and tokenisation reviews with AI-assisted document analysis, risk identification and professional verification.
Tax residence, cross-border holding structures and reporting, coordinating jurisdiction-specific professional review.
Family governance, generational dialogue and NextG development, connecting purpose, cultural learning and financial practice.
Services address specific matters; courses develop understanding and practical capability. For families, the next generation and practitioners, we connect bank accounts, international payments, credit instruments, asset verification and compliance into a coherent learning path.
Understand fund flows, practise document verification and work through an integrated cross-border case.
Currency, delivery and entitlements are confirmed in the formal proposal.
Family Office Alliance
