About Us

Company Overview

AP Family Office is a Multi‐Family Offices (MFO) headquartered in Sydney with regional offices in Hong Kong, Nanjing and Shanghai. We typically provide a variety of services including tax and estate planning, risk management, objective financial counsel, custody services, trusteeship, coordination of professionals, investment advice, and foundation management. We are also an investment fund manager in real estate, agriculture, equity market and credit lending sector.

AP Family Office was established in 2001 as a provider of corporate tax advice and private wealth management services to Australian and Chinese based clients. In 2009, AP Family Office opened its first office in China and continues expanding its client base for the purpose of offering family office services to China based high net‐worth families. We currently manage over 1 billion dollars in multi investment funds for family offices.

AP Family Office owns substantial holdings in the companies across its three core businesses – Wealth Management, Professional Accounting and Property Management. AP Family Office fully owns “AP Financial Services Group Limited” which holds an AFSL and ACL No. 280595 and this license is granted and regulated by ASIC. AP Family Office also owns “AP Accountancy” which is a public practice chartered accounting firm and registered tax advisory in the Australian Taxation Office. “AP Property Management” is a subsidiary of AP Family Office and it provides acquisition advice and strata management in real estate sector.

AP Family Office holds a wide range of expertise assisting family office to structure their wealth, preserve it for future generations and provide services from financial modelling to tax reviews. We can carry out one‐off jobs such as acquisition, disposal or sourcing a new opportunity in an unfamiliar sector. We also provide independent advice to entrepreneurial families as they make important decisions and assist them to identify and manage risks at an early stage.

AP Financial Services Group

Private Wealth Management
We deliver investment solutions that help our clients realise their wealth creation and management goals through traditional and alternative investment options.
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AP Financial Services Group Limited (“APFSG”) holds an Australian Financial Services Licence No. 280595 and Australian Credit Licence No. 280595, as issued by the ASIC. APFSG is an investment management company that provide financial services and makes investments in the private equity of start-up or operating companies. We will raise funds that will be invested in accordance with one or more specific investment strategies.

APFSG is also an Australian based fund manager which has a Board and senior executives who have specialist experience in investing in Australia across a variety of sector. With our team of experts, we are able to offer professional assistance and consultation in terms of fund issuing and subsequent compliance as part of fund management.

APFSG is managing a variety of retail funds and wholesale funds which invest in the financial market, real estate, agriculture and fintech sectors.

Accreditations

AP Accountancy

Accounting and Taxation
With many years experience, our accounting and taxation company – AP Accountancy delivers solutions and advisory services to suit your exact needs, while helping you meet your tax obligations with ease.
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AP Accountancy which established in 2006 is a Chartered Accountant firm and registered tax agent in Australia. We are mainly providing expert accountancy, tax, corporate and financial advisory services to SMEs, large corporates and high net-worth individuals. We also keep it personal by enabling entrepreneurial high net-worth individuals to concentrate on expressing their talent while depending on ours for their accountancy and taxation planning.

  • Taxation Planning and Compliance
    • Accounting and Taxation Advice for the family business
    • Advisory on the various tax issue
    • Personal taxation advice
    • Taxation planning & structure for family
  • Business Management
    • Company administration
    • Advisory on ownership and management issue
    • Advisory on family investment companies
    • Incorporation & registration
  • Estate Planning and Trust Administration
    • Asset Protection
    • Trust and Estate Management
    • Business Succession planning
    • Inter-generational transfer of wealth
  • Professional Consultant
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Accreditations

AP Property Management

Property Management
We provide expert and specialist property advisory services for a wide range of industries and property types across residential, commercial and agricultural land.
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AP Property Management (APPM) which was founded in 2017. It is a registered real estate agent and strata management company. (Corporate license No. 10066693) which focused on the business of property development and strata management. It’s the overseeing of residential, commercial and/or industrial real estate, including apartments, houses, warehouse and shopping centres. It typically involves the managing of property that is owned by another party or entity. We also act on behalf of the owner to preserve the value of the property while generating income.

APPM is specializing in acquisition advice and property management services to our client. With the benefit from the local market knowledge and expertise of our home loan expertise, we have a range of services from getting our clients the best mortgage to supporting them through the whole buying process.

  • Property advice on commercial, residential & Land
  • Land acquisitions & disposals
  • Property Development
  • Property management
  • Lease of property
  • Property purchase & sale

AP Lending

Mortgage and Finance
Buying a home is the great dream. AP Family Office offer alternative finance options with our mortgage brokers providing expert advice, competitive rates and complete security.
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Buying a home is more than a milestone – it’s the great dream. Whether you’re thinking of buying your first home, your next home, and/or investment property, we’ll help you make it a reality.

Finding a home isn’t easy. But it helps if you can be ready to buy when you finally come across the right one. There are three parts to AP Lending, and our Home Loan Specialists are happy to help – work out how much you can borrow, find out information about the home and area you’re considering, and work through the deposit solution you need to be ready to pay on the day.

With AP Home and Investment Loans, you’ll get the expert personal service from a mortgage broker you know and trust, along with peace of mind knowing your loan is managed by AP Lending.

We are currently offering the following lending solutions:

  • Residential
  • Commercial
  • Construction and Development
Accreditation
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