Services
We offer bespoke financial services tailored to the unique needs of high-net-worth clients—whether you’re pursuing long-term financial freedom, investing for a specific life stage, or planning for future generations.
Collaborative and Institutional Approach
Team Based Management
Leveraging the expertise of a multidisciplinary team comprising investment advisors, financial planners, tax experts, legal advisors, and more.
Technology Integration
Using advanced technology to streamline operations, enhance communication, and provide real-time access to financial data.
Personalized Client Service
Offering bespoke services tailored to the specific needs, goals, and preferences of each family member.
Investment Management
Portfolio Management: Customizing investment portfolios to align with the family’s financial objectives, risk tolerance, and time horizon. Includes active and passive investment strategies.
Asset Allocation: Developing and maintaining a strategic mix of asset classes (equities, fixed income, cash, etc.) to optimize returns while managing risk.
Alternative Investments: Providing access and management for alternative assets like private equity, venture capital, hedge funds, real estate, digital assets/crypto and commodities.
Wealth Planning and Management
Estate Planning: Crafting comprehensive plans to preserve and transfer wealth across generations. Involves setting up trusts, wills, and other legal entities to minimize estate taxes.
Tax Strategy and Planning: Implementing strategies to minimize tax liabilities across jurisdictions, utilizing tax-efficient investment vehicles and planning for both current and future tax obligations.
Succession Planning: Formulating plans for the seamless transition of management and ownership in family businesses and assets to ensure continuity and minimize conflicts.
Financial Reporting and Compliance
Comprehensive Reporting: Offering detailed financial statements, performance analysis, and dashboards to provide clear insight into the family’s financial status and investment performance.
Regulatory Compliance: Ensuring full compliance with legal and regulatory requirements in all operating jurisdictions, including data protection and financial reporting standards.
Philanthropic Services
Charitable Giving Strategies: Designing philanthropic initiatives that align with the family’s values and objectives, including planned giving, setting up charitable trusts or foundations.
Foundation Management: Managing the operation and administration of family foundations, including grant management, compliance, and impact assessment.
Lifestyle and Concierge Services
Travel and Event Planning: Coordinating bespoke travel arrangements and hosting family events, ensuring luxury and convenience in line with the family’s lifestyle.
Property Management: Handling and consulting on family-owned properties, including vacation homes and estates.
Risk Management and Insurance Services
Insurance Assetment: Reviewing and recommending insurance policies to cover personal liabilities, property, and other significant family assets.
Crisis Management: Developing and implementing plans to respond to emergencies and crises, ensuring the family’s physical safety and financial security.
Family Governance and Education
Family Meetings: Organizing and facilitating meetings to discuss wealth management strategies, family goals, and governance policies, fostering transparency and familial harmony.
Educational Programs: Providing bespoke educational opportunities and resources to enhance financial literacy and prepare younger generations for leadership roles within the family enterprise.