Helping families achieve
what matters most.

Protecting and growing family wealth since 1921

Sage Stone delivers comprehensive Family Office, Wealth and professional services to several hundred of Australia's most accomplished families, family enterprises, trustees and individuals.

We cultivate meaningful, enduring partnerships with our clients to help safeguard and expand their wealth for the generations ahead. Through a spirit of collaboration, we enable clients to forge a lasting and positive legacy, both within their families and across their broader communities.

Creating and maintaining substantial family wealth is never accidental. It demands thoughtful planning and sustained commitment across multiple generations. We begin by partnering with our families to articulate a clear vision for the role their wealth should play. With that shared clarity, we then guide families in designing and implementing a Family Strategy that fulfils their Purpose of Wealth across the generations.

More than just a name

Sage Stone embodies a lasting philosophy rooted in integrity and collective purpose—principles that remain as central to our client relationships today as they were for the founders who laid the groundwork for this firm.

The name "Sage Stone" was chosen deliberately: representing strength, permanence, and the enduring foundations upon which great wealth is built. It embodies our commitment to building lasting prosperity through considered, principled investment.

As our founders articulated: "The aspiration that we should all progress together—growing steadily and sustainably—remains at the heart of everything we do."

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