We work with our clients on various aspects of financial and non-financial structuring to ensure that they are optimally organized to meet their family’s long-term goals. We work with our clients’ existing partners, and are able to draw on an extensive network of third-party tax, legal and specialist advisors, to achieve the necessary objectives for our clients.

We review and consolidate our clients’ existing investment portfolios and build a bespoke asset allocation strategy. Through our expertise, experience and network, we propose appropriate cutting-edge investment ideas sourced from whom we consider to be the most successful banks and financial providers in the industry. We are able to take control of the investment decision-making process through an investment management mandate. We work with our clients to establish a bespoke reporting process.

We offer our clients access to a dedicated portal, which provides real-time performance updates on single and consolidated portfolios. This tool allows clients to track, analyze and download tailor-made reports by performance, asset class, sector and more.

We source alternative funds and provide advice on investment opportunities in private equity and real estate.