Sam Novak | Founder | Head of Family Office Strategy & Structuring
Sam has created bespoke investment strategies on behalf of global Family Offices, Multi-Family Office, and institutional joint venture partners.
He is a leading Family Office advisory and investment specialist, with extensive capabilities and experience in financial structuring, working seamlessly with professional teams to deliver a regulatory complying framework and a commercially viable solution.
Sam is world renowned for establishing personalised Family Office investment structures for ultra-high net worth and family office clients across the globe.
With over 32 years in the global Family Office, investment, capital raising and corporate advisory sectors, his consistent ability to innovate ‘next level’ investment opportunities and unlock lucrative at-source wealth solutions for his clients in Australia, UAE, China, Singapore, Monaco, USA, UK and Europe, is unparalleled.
With a best-in-field global team assembled over three decades, he has peerless access to true experts in research; multi national investment, legal, tax, accounting; investment banking; property development; custodial; hedge fund and Family Office founders.
Sam has designed, structured and delivered multi billion AUD$ investment portfolios across today’s modern investment landscape.