HeirWealth Welcomes Andrew Barros to Advisory Board
Australian-based wealthtech HeirWealth is delighted to announce the appointment of Andrew Barros to its esteemed Advisory Board.
With over two decades of experience in family office and private wealth management, Mr Barros is set to play a pivotal role in advancing HeirWealth’s go-to-market strategy and supporting advisers in the evolving family office landscape.
HeirWealth CEO and fellow board member, Ray Tubman, expressed his enthusiasm for the appointment, stating:
“We are thrilled to have Andrew join the HeirWealth Advisory board and know that his extensive expertise in scaling purposeful businesses, driving strategic innovations, and addressing the unique and complex needs of family offices will bring immense value to our platform and our clients.
"Andrew’s appointment strengthens our ability to scale with purpose. His experience will be key as we grow our presence in the family office space and continue to enhance the value we deliver to advisors and their clients,” said Mr Tubman.
Over the past two decades, Andrew has played a leading role as part of founding teams that successfully built and scaled two wealth advisory firms, achieving significant outcomes for all stakeholders.
“I am excited about the opportunity to join Ray and the HeirWealth team at this critical point in the company’s journey,” said Mr Barros.
“HeirWealth is uniquely positioned to empower families and advisers with the innovative tools and insights to navigate the complexities of intergenerational wealth transfer and I’m proud to assist with my expertise in family wealth management,” he said.
Andrew joins an already accomplished board at HeirWealth, including Geoff Lloyd (Chair), Connie McKeage, Daniel Baldovin, Jason Nyilas and Ray Tubman. Together, they bring extensive experience across wealth management, private banking, family offices, financial technology, and strategic advisory.
“We’re entering a new era where families are demanding more from their advisers and accountants - greater clarity, deeper conversations, and tools that reflect the complexity of modern wealth,” said Mr Barros.
Currently, Mr Barros works with local and global family offices, engaging beyond financial capital and into the areas of human and social capital; helping them navigate intergenerational wealth, governance, and purpose-driven decision-making. Mr Barros also sits on the boards of companies focused on financial inclusion and wealth accessibility; and serves as Chair of the Investment Committee at Mercury Private, a boutique advisory firm in Sydney that caters to family office and high-net-worth clients.
In addition, he is an industry panel member for the Australian Financial Complaints Authority (AFCA), where he contributes to the resolution of complex financial services disputes, specifically within the Investments and Advice jurisdiction.
“I joined HeirWealth because it’s uniquely positioned to bridge that gap and I look forward to supporting the team as we shape a platform that truly elevates the adviser-client relationship and helps families make confident, values-based decisions across generations,” said Mr Barros.
The appointment of Mr Barros comes at a time of significant growth and innovation for HeirWealth. The platform offers a comprehensive view of assets and liabilities spanning 40 different classes, including traditional investments like shares, funds, and property, as well as non-traditional assets such as collectibles and alternative investments.
The HeirWealth platform not only documents an entire wealth portfolio but also equips financial professionals with tools to identify opportunities for proactive engagement and sharing information with clients and the next generation of wealth holders.
About HeirWealth
HeirWealth is a wealthtech platform that's on a mission to revolutionise family wealth transfers by providing finance professionals with unparalleled asset visibility that enables superior organisation and efficiencies – ultimately making it easier to support the growth of family wealth for generations. With a commitment to innovation, HeirWealth stands as a catalyst for positive change in the industry, ensuring that the valuable nature of time is optimised for professionals and is also revered in all aspects of a client’s financial journey. HeirWealth is also home to WealthSweet, a suite of microservices designed to extend the capabilities of the HeirWealth platform to the broader Wealth Management industry. HeirWealth is an Australian and UK regulator approved platform that currently integrates with 20,000 financial institutions globally, benefiting from open banking participation, growing direct integrations and world class security credentials including ISO 27001 certification.
