Why we exist
Why we exist
Our Purpose
Sage Stone Purpose
Our Purpose is to help families achieve what matters most.
We pride ourselves on:
- Caring for our families, our people and communities, not just their finances
- Delivering what they require under one roof
- Providing pre-eminent independent advice
- Enabling our families to have a positive impact on society
We do this with people who are excellent, heartfelt, inspiring and principled.
In doing so, we will be the exceptional Multi-Family Office.
Our values
At Sage Stone we are:
Excellent
- Do work of the highest standard
- Anticipate future needs
- Seek better outcomes
- Continuously grow our expertise
Inspiring
- Encourage the best in each other
- Create a great place to work
- Are proud of our families and their heritage
- Look to the future and lead with purpose
Heartfelt
- Are genuine and understand you
- Care about what matters to you
- Ensure you feel at home
- Build longstanding relationships of mutual trust
Principled
- Act with honesty and integrity
- Are discreet
- Provide thoughtful challenge
- Work on the basis of mutual respect
Our heritage
Originally established in 1921 by W.L. Baillieu and his siblings as an entity to deliver accounting and trustee services for the Baillieu family, we have grown and adapted over the decades to respond to the demands of a changing world.
Today, Sage Stone has 56 employees and is the trusted partner to several hundred of Australia's wealthiest families and individuals.
Emma Lawrence Baillieu
1838 – 1908
Emma Lawrence Baillieu (nee Pow) was the cornerstone upon which the Baillieu family was built in Australia.
William Lawrence Baillieu
1859–1936
William Lawrence Baillieu, known as W.L., was born in Queenscliff, Victoria and was recognised as a builder of businesses and a pioneer of new industries.
Sidney Myer
1878–1934
Sidney Myer (1878–1934) was one of the most visionary and philanthropic entrepreneurs Australia has ever known. After arriving from Russia in 1899, Sidney built a commercial empire that remains a household name today.
Dame Merlyn Myer née Baillieu
1900–1982
Dame Merlyn Myer née Baillieu (1900–1982) was the matriarch of the Myer family. Merlyn was a distinguished philanthropist, Board member and advocate for the wellbeing of women.
Timeline
1858
The Baillieu family migrates to Australia
1859
William Lawrence (W.L.) Baillieu (1859 – 1936)
1878
Sidney Myer (1878-1934)
1900
Dame Merlyn Myer DBE (nee Baillieu) (1900 – 1982)
1920
Sidney Myer & Merlyn Baillieu are married
1921
Sage Stone is established by W.L.
1934
The Sidney Myer Fund is established
1951
Sage Stone is incorporated
1958
The Sidney Myer Music Bowl is constructed
1959
The Myer Foundation is created
1959
The Baillieu Library is named
1973
The Myer Family Office is established
1980
Expands to become a Multi-Family Office
2004
A sophisticated wealth offering
2006
Sage Stone expands to Sydney
2006
Merges with McInnes, Graham & Gibbs (MGG)
2011
Sage Stone expands to Perth
2011
Begins serving Traditional Owners as the Trustee for Charitable and Direct Benefit Indigenous Trusts
2011
Merges with Dominion Private Clients (DPC)
2015
Sage Stone Foundation and Staff Giving Program are established
2017
MFCo and Sage Stone unite
2019
Sage Stone expands to Adelaide
2021
Sage Stone celebrates its 100 year milestone
2021
Acquires Reynolds Advisory
2021
The Development of our RAP expresses our ambition to advance Sage Stone's reconciliation journey
2024
Sage Stone merges with CMS Private Advisory
2025
Sage Stone is awarded Australia's Best for Family Office Services by Euromoney
2025
Sage Stone acquires Delcor
Today
Sage Stone provides Multi-Family Office services across 4 offices and helps some of Australia's wealthiest families achieve what matters most
How we differ
There's no doubt that wealth matters, yet wealth can signify more than financial success. We partner with families to uncover what matters most to them. This purpose-driven and holistic approach is what truly distinguishes Sage Stone.