About Us

Your Trusted Advisor. Your Long-Term Partner.

“We are your trusted Advisor and Lifelong Partner in Wealth, Asset and Family Management. And we are much more. This is why we call ourselves a Family Office.”

At Koru Family Office

At Koru Family Office, our name reflects our philosophy. Inspired by the KORU — a powerful symbol in Māori culture and the unfurling fern of New Zealand — we embody a continuous journey of growth, renewal, and generational continuity. Rooted in enduring values, the koru symbolises the careful balance between preserving legacy and embracing new opportunities.

As an independent, partner-led multi-family office, we serve as a trusted advisor to families, entrepreneurs, and wealth creators. Our role extends beyond managing assets; we steward wealth with discipline, clarity, and a long-term perspective, ensuring it evolves thoughtfully across generations while remaining anchored to the principles that define each family.

We provide objective, custodian-agnostic advice across investments, wealth structuring, and family governance. With a focus on alignment and discretion, we simplify complexity and bring coherence to every aspect of our clients’ financial lives.

Like the KORU, we believe that true wealth is not static — it is nurtured, protected, and guided over time.

Values & Philosophy

Our Commitment

Wealth management is unlikely to mean the same thing for any two of our clients. What we do for each of them can differ vastly. It is only by recognizing each one’s distinct requirements that we can have a positive impact on their lives and businesses. And, through our work, they can continue to achieve the things that are meaningful to them. We are privileged to work with such fascinating and accomplished individuals and their families. Clients choose us because we understand the complexity of their situations, and are well- positioned to provide the often general, sophisticated and highly tailored solutions they need.

Our family office is intended to provide a glimpse into the conversations that we are currently having with our clients around the world. The areas we explore are diverse and dynamic, reflecting the ways we support such clients. They are constantly moving forward – and we are too.

Our Core Values

T – Trust

Human Connection and building trusted relationships are at the core of our business

I – Integrity

Everything we do, we do right – without compromise

C – Continuity

We are committed to long-term value creation. No near-sighted actions for short-term success