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The Murdoch Group

At The Murdoch Group, our mission is to combine deep expertise and global insight to become a trusted long-term partner for our clients.

Who we are

About The Murdoch Group

At The Murdoch Group, our mission is to combine deep expertise and global insight to become a trusted long-term partner for our clients. True wealth management extends beyond numbers—it means delivering peace of mind, helping clients realize their financial goals, and allowing them to focus on what matters most in their personal and professional lives.

Our Services

Financial Planning Services

Effective wealth management is not simply about investments. Every element of your wealth affects your broader financial position. Our advisors evaluate the entire picture to simplify decisions while keeping your long-term goals in view.

Investment Management

Our investment process is institutional in discipline and personalized in execution. We emphasize asset allocation, diversification, and rigorous manager due diligence while remaining fully independent of product conflicts.

Access to Pre-IPO Shares

Pre-IPO investing is specialized and access-driven, but it can be achievable with the right networks and due diligence. The Murdoch Group evaluates private placements and late-stage opportunities with disciplined risk assessment, focusing on governance, unit economics, and path-to-liquidity.

Family Wealth & Next-Generation Planning

Significant wealth requires preparation across education, governance, and values. Our structured programs equip families and heirs to steward capital responsibly and collaboratively.

Investment Funds

Mutual funds and other pooled vehicles can multiply buying power and reduce idiosyncratic risk. We help clients select vehicles that fit risk tolerance, time horizon, and objectives while controlling fees and overlap.

Business Owner Advisory Services

From formation to exit and beyond, we help owners align business decisions with personal wealth goals. Engagements are coordinated with legal and tax advisors to ensure continuity across structures and timelines.

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