Family offices increasingly want to co-invest alongside other family offices and wholesale investors, or lead their own deals and bring co-investors in. But pooling capital with others generally creates a managed investment scheme, with the licensing and structuring that involves. Provenance provides the licensed scheme and authorised-representative infrastructure on the framework of Providence Equity Holdings, so you can co-invest and syndicate without standing up or licensing the structure yourself.
Co-invest and syndicate with other wholesale investors
Whether you're participating in a club deal, co-investing alongside peers, or pooling capital into a strategy, the common vehicle needs to be structured, operated and licensed properly. Provenance provides that infrastructure — you bring the opportunity and the co-investors; we provide the regulated rails. → Syndication & Co-Investment
Lead your own deals as an authorised representative
If your family office wants to sponsor and lead deals — bringing other wholesale investors in under your own banner — you can operate as an authorised representative under our AFSL. You run the strategy and the relationships; we carry the licensing and compliance. → Authorised Representative Onboarding
Single vs multi-family offices
A single-family office managing one family's assets sits in a different position from a multi-family office providing services to several families. If you provide financial services to multiple families, you may need to be licensed or operate as an authorised representative in your own right — which is something we can help you structure. → Authorised Representative Onboarding
| Single-family office | Multi-family office | |
|---|---|---|
| Who you serve | Managing one family's assets. | Providing services to several families. |
| Licensing position | Not necessarily your own AFSL — you can use our scheme and trustee infrastructure, or operate as an authorised representative under our licence, rather than holding your own. | A multi-family office providing financial services to multiple families may need to be licensed or operate as an authorised representative. |
| Typical path with Provenance | Managed Scheme & Trustee Infrastructure · Syndication & Co-Investment | Authorised Representative Onboarding |
What you get
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Managed Scheme & Trustee Infrastructure →
Trustee, scheme operation & administration.
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Syndication & Co-Investment →
Pool wholesale capital into deals.
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Authorised Representative Onboarding →
The authorised-representative model to lead your own deals under our licence.
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Compliance & Regulatory Reporting →
Compliance and operational support alongside the structure.
New to AFSL obligations? See our guide to the licensing pathways, or check who qualifies as a wholesale client.
Vehicle options
- Wholesale unit trust
- Single-deal SPV
- Limited partnership
Frequently asked questions
Can my family office co-invest with other investors through Provenance?
We provide the licensed infrastructure for wholesale co-investment and syndication vehicles. You bring the opportunity and the co-investors; we provide the regulated rails. Nothing here is an offer of, or invitation to invest in, any scheme.
Is my family office a wholesale client?
Most family offices qualify as wholesale or professional investors, but each entity must actually meet the relevant test under the Corporations Act. We can help you confirm your position.
Do I need my own AFSL?
Not necessarily. You can use our scheme and trustee infrastructure, or operate as an authorised representative under our licence, rather than holding your own.
Does a multi-family office need a licence?
Possibly. A multi-family office providing financial services to multiple families may need to be licensed or operate as an authorised representative. We can help you structure this.
Is this only for wholesale clients?
Yes — Provenance's infrastructure is for wholesale vehicles and wholesale clients only.