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Koda Capital

Koda Capital is an independent Australian wealth management firm serving high-net-worth individuals, families, and charitable/philanthropic institutions. It provides genuinely independent, product-unaligned advice across investment strategy, tax and structuring, succession and estate planning, and philanthropy.
Sydney, AU

Description

Koda Capital is an independent wealth management firm that pioneered a distinctively different approach to advising high-net-worth individuals, families, and for-purpose institutions in Australia. Its services span investment strategy (active, always-on domestic and global portfolio management), structuring and tax (investment structures, tax and gearing strategies, succession and estate planning), family leadership (conflict-free succession planning, estate planning, and philanthropic governance to keep families united across generations), and philanthropy and social capital (independent advice to individuals, families, and charitable foundations on governance and impact investment opportunities). The firm emphasizes genuine independence with no product alignment, allowing it to source solutions across the full range of market opportunities. Koda Capital's clients include high-net-worth individuals and families, charitable foundations, and non-profit organisations, and the firm publishes insights, papers, and a podcast (Inside the Rope) covering wealth management, private markets, and philanthropy topics.