EGAN FAMILY HOLDINGS

Building Generational Wealth Through Strategic Investments

With decades of experience in investment management, Egan Family Holdings provides sophisticated investment solutions tailored to preserve and grow family wealth across generations.

Investment Services

Comprehensive investment solutions designed to meet the unique needs of high-net-worth families and institutional clients.

Portfolio Management

Customized investment portfolios tailored to your risk tolerance, time horizon, and financial objectives with continuous monitoring and optimization.

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Alternative Investments

Access to exclusive investment opportunities including private equity, real estate, hedge funds, and other alternative asset classes.

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Wealth Preservation

Strategic planning and risk management solutions to protect and preserve wealth across market cycles and generational transitions.

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About Egan Family Holdings

A Legacy of Trust and Excellence

Founded on the principles of integrity, expertise, and long-term thinking, Egan Family Holdings has been serving discerning investors for over two decades. Our approach combines traditional investment wisdom with innovative strategies to deliver consistent results.

As a family-owned business, we understand the importance of preserving wealth across generations. Our personalized service and deep market expertise have earned the trust of families and institutions throughout Australia and beyond.

Over $500M in assets under management
20+ years of investment experience
Trusted by 150+ high-net-worth families

Investment Portfolio

Diversified investment strategies across multiple asset classes and geographic regions.

45%
Public Equities
25%
Real Estate
20%
Fixed Income
10%
Alternatives

Performance Highlights

12.8%
Annual Return (5 Years)
8.2%
Volatility
1.56
Sharpe Ratio

Get in Touch

Ready to discuss your investment goals? Our team is here to provide personalized guidance and solutions.

Contact Information

Director
GLENN ANTHONY EGAN
Address
174 Jenners Lane
Tamworth, New South Wales 2340
Australia
Phone
+61 2 9217 8679
Email
glennanthonyegan@eganfamilyholdings.com

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