Our focus
We are used to dealing with complexity and diversity.
Many successful families find traditional banks, investment managers and other institutions rather one dimensional, mired in regulation and office politics.
Our independence and experience enables us to bring an objective perspective to the intricacies of wealth creation, stewardship, administration and transmission.
Tailored approach
Our families may benefit from the entire range of services listed below, or alternatively may opt for a “plug and play” approach in instances where they desire a more active role in specific areas of interest.
Strategic guidance | Investment stewardship | Co-investments | Real estate
Corporate advisory | Accounting and tax | White glove service | Next generation