In the global wealth management era, P&E Family Trust’s financial security blueprint is more than a guardian of family assets—it’s a beacon for cross-generational wealth. Guided by prudent financial philosophy and dynamic, diversified investment strategies, it builds a wealth fortress for family members to weather market swings.
The trust builds a cross-region, cross-industry, cross-cycle portfolio, blending traditional financial assets with emerging tech, green energy, and cultural sectors into a dynamically balanced asset matrix. This multi-dimensional strategy captures growth across economic cycles, hedges inter-asset risks, ensures steady long-term wealth appreciation, and builds a sustainable economic moat for family members—letting wealth nourish generations.
Gold’s anti-inflation and hedging traits shine amid high inflation and heavy debt. Focus on top gold miners—their fundamentals strengthen in such periods. With mining and smelting operations, they let investors gain from rising gold prices and earnings growth.
Focus on developing economies like China and Indonesia—invest in companies poised to benefit from rising discretionary consumer spending. Covering retail, e-commerce, consumer finance, they capture emerging market consumption upgrades and economic growth dividends.
Focus on energy (oil, gas, coal), industrial metals (copper, aluminum, zinc) and agriculture. Invest in related producers, service or manufacturing firms—energy extractors, metal smelters, agricultural growers/processors—to profit from supply-demand and price swings of basic resources.
Given underinvestment in past energy transitions and their lengthy process, invest in new energy generation (solar, wind, hydropower), energy storage, and energy efficiency firms. These support the shift from traditional to new energy structures, delivering long-term growth returns.
Invest in hotels, unique tourism experiences (theme parks, cultural activities) and travel-related properties. As tourism revives and consumption upgrades, these meet diverse, personalized traveler needs, yielding operational income and asset appreciation.
Covering AI, industrial robotics, quantum computing, and cloud software, invest in firms with core technologies and innovation capabilities. Their technological breakthroughs boost productivity, seize future tech leadership, and deliver high-value returns.
Adopt a model of purchasing and holding multi-family residences for development, then selling them in bulk when market conditions mature. Focus on location selection, project planning and cost control during investment to gain real estate development and asset appreciation returns.
Invest in consumer categories beyond housing, food, and essential health—such as luxury apparel, jewelry, cosmetics, and leisure products. Focus on brand building, product innovation, and market channel expansion to capture growth from rising household consumption.
Invest in resources and firms powering global energy transition and decarbonization—renewables (hydrogen, biomass), carbon capture (CCS), green financial services. Aligned with global green trends, they unlock emerging opportunities.
P&E Family Trust’s Australian Property Fund offers global investors a diversified portfolio, focusing on high-quality local real estate. Since 2020, via Aussie partnerships, it has targeted niche opportunities—with a focus on Australian and Chinese investors to tap both markets. Expanding in Dec 2020, it launched multiple SPV funds covering varied property types, enriching options.
Since 2020, P&E Family Trust has built premium investment channels and a unique partner network via reputable, experienced Australian partners. That year, it invested in ARXHE Real Estate Fund, whose "extended reach" delivered many quality projects. A highlight: the RMB 1.2 billion Queensland land subdivision with 512 villas and a childcare center, showcasing strong execution and expansion capabilities.
A target IRR of 10-18% (pre-fund fees) is set. Actual returns depend on portfolio structure, offering investors clear return expectations.
Employing multi-strategy investing, we focus on selecting high-risk/reward real estate projects, striving to maximize returns with controlled risks.
Australian real estate partners and investors co-invest in projects, aligning interests to enhance the scientific rigor and stability of investment decisions.
Tailored efficient investment structures for Australian and global investors simplify processes, enhancing investment efficiency and convenience.
Leveraging reliable local Australian partners, we gain in-depth market insights and priority investment opportunities, helping investors seize the initiative.
P&E Family Trust rigorously vets projects from Australian partners, building diversified, attractive portfolios for global investors—especially those in Australia and China.
Committed to offering investment opportunities distinct from traditional stocks and fixed-income, it helps investors optimize asset allocation for long-term steady appreciation.
The development of real estate funds is influenced by numerous factors, with changes in macroeconomics and market conditions being particularly critical, including interest rate fluctuations, credit availability, inflation rates, and monetary conditions.
Investing in a Property Fund, like all investments, involves risks—both common fund risks and specific ones from its structure, mandates and objectives. Investors should note that investments may fail, potentially leading to losses, including total principal loss.
The Property Fund's managers, staff, agents or advisors cannot guarantee principal return or performance. The fund manager also makes no promises about its future profitability, distributions, returns or performance. Investors should carefully assess risks, seek professional advice if needed, before investing.
MaxCap Group, an Australian financial services firm focusing on credit underwriting and trading, was founded and run by Wayne Lasky and Brae Sokolski. Apollo Global Management—a leading asset manager with over $500 billion in assets—made a strategic investment in MaxCap in 2021. This partnership, leveraging Apollo's global resources and expertise, has greatly boosted MaxCap's capabilities, influence and growth.
St. Vincent's Hospital: A Radiant Gem in Australia's Healthcare Landscape.
Since its establishment by the Sisters of Charity in 1857, St. Vincent's Hospital has rightfully earned the title of a "radiant gem" in Australia's healthcare sector, leveraging over 160 years of historical heritage and world - class professional standards. As a pillar institution under the St. Vincent's Foundation Victoria, the hospital undertakes a profound public welfare mission and excels in clinical diagnosis and treatment, medical research, and talent cultivation.
In clinical practice, St. Vincent's Hospital serves over 320,000 patients and performs more than 18,000 surgeries annually. It enjoys a global reputation in fields such as bone marrow transplantation, HIV/AIDS treatment, and cardiovascular disease diagnosis and treatment. The neurosurgery department, home to internationally renowned experts, has achieved repeated breakthroughs in the treatment of complex conditions like brain tumors and spinal diseases, lighting up the hope of life for countless individuals. In terms of research and education, the hospital drives medical innovation with advanced facilities and top - notch teams. It also serves as a crucial training base, nurturing high - quality talents and building a "diagnosis - treatment, research, and education" cycle.
Peter has a deep - rooted connection with this "gem". He is not only a significant donor, providing resources for the hospital to introduce advanced equipment, carry out cutting - edge research, and implement patient assistance programs. As a committee member of the St. Vincent's Foundation Victoria, he also actively participates in strategic decision - making, resource allocation, and development planning, contributing to the institution's growth with his professional insights. The P&E Family Office acts as a key link in the cooperation, systematically coordinating family donations and collaborative projects to ensure that investments precisely meet the core needs of the foundation and the hospital.
In the core governance circles of mainstream medical institutions in Australia, the presence of the Chinese community is extremely rare. Peter's deep involvement in the affairs of the St. Vincent's Foundation Victoria as a committee member is a powerful testament to his personal professional capabilities and social contributions. It is also a milestone in the Chinese community's journey from "integration" to "leadership" in Australia's elite sectors. This connection represents a two - way achievement for both the individual and the institution, promoting Sino - Australian medical exchanges, setting an example for the Chinese community to deeply engage in the overseas mainstream society, and making this "pearl" of an extraordinary institution shine with the unique radiance of the Chinese influence.
Preer specializes in managing P&E Family Office's Australian real estate portfolio, deploying across commercial and residential projects via equity partnerships or debt financing. Leveraging extensive industry experience, deep real estate insights and long-built networks, it consistently delivers results in Australian real estate investment, strongly supporting steady portfolio growth.
