Mandate & appetite
- Preferred strategies
- Opportunistic, Value Add
- Target geographies
- Asia Pacific
- Typical ticket
- $2m–$10m
- AUM
- —
- Real-asset allocation
- RE 100%
- Appetite
- —
Investor profile
Tupicoffs, established in 1970 and based in Brisbane, Australia, is an independent financial advice firm specializing in personalized, fee-for-service wealth management and investment planning. The firm focuses on long-term strategies to build lasting wealth tailored to clients' individual goals.
Unlock mandates & allocation signals
See Tupicoffs, The Independent Financial Planners's active mandates and live allocation signals — plus named decision-makers, unlimited AI capital-matching and CSV export.
- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals with sources
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
Similar investors
Comparable allocators
Family Office
TFO The Family Office
Phoenix, United States
TFO Family Office Partners is a Phoenix, Arizona-based wealth management firm founded in 2011, specializing in investment advisory and estate planning services for ultra-high-net-worth families. While primarily focused on wealth management and family governance, the firm also engages in philanthropic planning and comprehensive financial services, though specific investment strategies in real estate were not detailed.
Family Office
Choice Capital
Australia
Choice Capital, based in South Melbourne, Australia, provides holistic financial advisory services including investment strategy, tax optimisation, superannuation, and estate planning. The firm manages diversified portfolios but does not focus exclusively on real estate, covering finance, insurance, consumer, technology, and healthcare sectors as well.
Family Office
Terra Cotta Financial Group
Canada
Terra Cotta Financial Group, an independent wealth management multi-family office based in Oakville, Ontario, was founded in 2013 by Bruce Moffatt, John Hayes, and Sab Ravalli. The firm specializes in alternative asset investments and comprehensive financial planning services.
Family Office
Fitzroy Investment Advisors
Aventura, United States
Fitzroy Investment Advisors LLC is an independent multi-family office based in Miami, Florida, founded in 2011. With over 70 years of combined financial expertise, the firm specializes in personalized investment strategies and tailored wealth management solutions for high-net-worth families and individuals.
Family Office
Credicorp
—
Victus Capital Wealth, based in Santa Monica, CA, is a registered investment adviser offering fee-only financial planning and investment management focused on retirement, tax, estate planning, and asset protection with a fiduciary standard and long-term disciplined investing.
Family Office
Spitfire Family Office
—
Spitfire Family Office, founded in 2019 and based in Cottesloe, Australia, is a multi-family office providing wealth management, succession planning, and investment oversight for high-net-worth families. It focuses on personalized financial and advisory services rather than specific asset classes.