Why we exist
Why we exist
Our Purpose
Oakmere Capital 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 Oakmere Capital 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
Initially founded in 1921 by W.L. Baillieu and his siblings as a vehicle to provide accounting and trustee services for the Baillieu family, we have grown and evolved over the years to meet the needs of a changing world. In 2017, following the union of Oakmere Capital and The Myer Family Company Limited, Australia's largest Multi-Family Office was formed.
Today, Oakmere Capital has over 200 employees and four offices nationally 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 rock on which the Baillieu family was established in Australia.
William Lawrence Baillieu
1859–1936
William Lawrence Baillieu, known as W.L., was born in Queenscliff, Victoria and was known as a builder of businesses and a constructor of new industries.
Sidney Myer
1878–1934
Sidney Myer (1878–1934) was one of the most visionary and generous entrepreneurs Australia has known. After arriving from Russia in 1899, Sidney built a business empire that is still 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 noted philanthropist, Board member and champion for the well-being 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
Oakmere Capital is established by W.L.
1934
The Sidney Myer Fund is established
1951
Oakmere Capital 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
Oakmere Capital expands to Sydney
2006
Merges with McInnes, Graham & Gibbs (MGG)
2011
Oakmere Capital 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
Oakmere Capital Foundation and Staff Giving Program are established
2017
MFCo and Oakmere Capital unite
2019
Oakmere Capital expands to Adelaide
2021
Oakmere Capital celebrates its 100 year milestone
2021
Acquires Reynolds Advisory
2021
The Development of our RAP expresses our ambition to advance Oakmere Capital's reconciliation journey
2024
Oakmere Capital merges with CMS Private Advisory
2025
Oakmere Capital is awarded Australia's Best for Family Office Services by Euromoney
2025
Oakmere Capital acquires Delcor
Today
Oakmere Capital provides Multi-Family Office services across 4 offices and helps some of Australia's wealthiest families achieve what matters most
The Wigmore Association, a trusted international network
Oakmere Capital is proud to be a founding member of the Wigmore Association, an innovative group of leading and non-competing Family Offices which work together globally to help our families thrive. Wigmore was founded in 2011 to enhance the understanding of issues important to the families it serves, including the outlook for the global economy and markets, investment strategy insights and wealth best practices. The association has since developed into an important resource for each member firm, providing trusted global intelligence and exclusive access to an international network. The Wigmore Association helps families navigate an evolving world. In doing so, Wigmore seeks to become the recognised standard for the world's best and most trusted Family Office.
How we differ
There's no doubt that wealth matters, yet wealth can mean more than financial success. We work with families to uncover what matters most to them. This purpose-driven and holistic approach is what really makes Oakmere Capital unique.