Solutions designed to meet your needs.
We believe in gathering a deep understanding of your financial reality and tailoring a solution to your specific needs.
Whether you want to protect your family wealth, diversify investment risk, create a legacy or succession plan, review your corporate strategy or find the most effective way to manage and grow your wealth, we can help.
We carry out an in-depth financial diagnosis and research the best solutions, and, if required, organise and structure your wealth to support your needs and goals.
The most important thing you need to know about us is that we are an independent firm,
we are not tied or limited to any banks or product providers. Our advice is objective, holistic and professional. Whatever we recommend is truly bespoke and for your best interests.
Wealth preservation and growth
We help protect and grow your family and personal wealth through consultancy, risk assessment and management, trading, and customised investment solutions. Our goal is to develop a strategy that makes sense for you, while preserving your legacy from generation to generation.
With our extensive network, we work with and bring in the right expertise to advise on your corporate wealth strategy – ranging from merger and acquisitions, to financing, pre-IPO, and Employee Share Options Program. Often we manage corporate wealth along with personal and family finance for a holistic overview.
Family and succession wealth planning
We understand modern families are global citizens straddling multiple countries and tax jurisdictions. We advise on the best strategy to manage your wealth, whilst helping to allocate assets, clarify governance over how the family stewards its wealth, as well as setting up family trusts and foundations.
Many of our clients require aircraft, yacht, and property financing as part of their lifestyle requirement. We can support you throughout the acquisition process by helping you to understand your needs, navigate service providers, and optimise your assets and financing.