We provide global investment, modern family office and structuring services to high net worth and ultra high net worth individuals and families covering all their international assets. Where required, we work together with a select number of business partners with whom we have had a relationship over many years.
The investment portfolios we create target wealth preservation and growth and are always bespoke. The investment portfolios are coordinated with tax and administration structures and are designed to be multi-generational. Continued oversight of wealth and family structures is primary and takes place together with our tried and tested external advisors, ensuring speedy and cost efficient changes where warranted. Our tailor made consolidated reporting is, comprehensive, covering the totality of a client’s affairs and assets, even those not within our asset management portfolios, and provides a unique top down overview. Frequent meetings with our clients, family members and, when required, external advisors, provide a holistic multi-generational wealth management service.