About

Lipman Burgon is a partner-led wealth governance firm. We orchestrate better decisions across investments, structures, family governance and legacy, with clarity, accountability and continuity.

We support clients across market cycles and major life transitions, applying disciplined thinking to capital, structures and legacy.

LB_0344_email
Our Story

Lipman Burgon was built to serve families of wealth and complexity with a focus on continuity, accountability and service designed to endure across generations.

From the outset, our focus has been continuity: one accountable partner, integrated expertise and a structured operating model designed to endure across generations.

We are intentionally structured as a partner-led firm. This ensures decisions are senior-led, relationships remain stable and accountability is clear.

vlcsnap-2026-07-22-23h51m25s862
Stewardship

Stewardship Beyond Financial Capital

We view family wealth through a broad lens, recognising that a family's capital, takes several forms: financial, human, intellectual, social and legacy.

We believe that effective stewardship encompasses all five forms of capital. Financial capital being the engine that helps grow and nurture a family's human, intellectual, social and legacy across generations.

Done well, stewardship strengthens relationships and supports unity, not just financial outcomes. That is the true meaning behind our philosophy: Wealth and Legacy in Motion.

 

Values

Honesty

We have an unwavering focus on delivering advice and services that align to the interests of our clients – ethically and transparently.

Accountability

We take responsibility for delivering the results that our clients expect and deserve.

Tenacity

We set out to exceed expectations for thoroughly researched, innovative and bespoke solutions to meet our clients' individual needs.

Credentials

Our team combines partner-led continuity with institutional investment depth and complex family office capabilities.

We bring specialist expertise in family office design, succession planning and multi-generational dynamics, alongside investment credentials including CFA, CFP, CA and CPA designations.

Our family governance capability is held in-house by credentialled specialists, including a Certified Family Advisor with FFI qualifications. This depth is applied within the firm, not procured externally when needed.

Offices

Sydney

Level 2, 14 Martin Place
Sydney NSW 2000

+61 2 9230 9600

Contact

Melbourne

The Commons, 55 Collins Street
Melbourne VIC 3000

+61 3 7046 3950

Contact

Perth

136 Stirling Highway,
Nedlands WA 6009

+61 8 6186 0380

Contact

Long-term relationships 
begin with clarity.

If you value independence, disciplined thinking and accountable partnership, we welcome a confidential conversation. Get in touch today and speak with one of our partners.

Speak to a partner
Lipman Burgon

Wealth and Legacy in Motion.

Barron's Top 150 Financial Adviser 2025

The information provided on this website has been provided as general advice only. We have not considered your personal objectives, financial situation or needs and you should seek the assistance of your Lipman Burgon Adviser before making any decision regarding any financial products. Whilst all care has been taken in preparing this material, no warranty is given in respect of the information provided. Neither Lipman Burgon nor its related entities, employees or agents shall be liable whatsoever with respect to decisions or actions taken as a result of you acting upon such information.

Financial Services Guide Important Information Complaints Policy Privacy Policy

© 2026 | Lipman Burgon & Partners Pty Ltd | ABN: 81 070 454 787 | AFSL: 234 972 | Trading as Lipman Burgon