OUR SERVICES

OUR SERVICES

we understand that every family’s journey is unique. We are here to support you in navigating the complexities of wealth management and planning, so you can focus on what truly matters—your family and your legacy.

Wealth Management

We specialise in crafting tailored investment strategies and asset allocations that align with our clients’ financial goals. Our expertise extends to private equity opportunities, providing our clients with exclusive access to high-potential investments.

Investment Strategy and Asset Allocations

Our experts develop personalised investment strategies that align with your financial goals, risk tolerance, and time horizon.

Private Equity

Gain access to exclusive investment opportunities that can diversify your portfolio and maximise returns.

Consolidated Reports

We provide clear and comprehensive reports that give you a holistic view of your financial position.

Investment Advice

Our team offers ongoing guidance to help you make informed decisions in an ever-changing market.

Wealth Planning

Our wealth planning services include succession and estate planning, helping families navigate the intricacies of transferring wealth seamlessly across generations.

Succession Planning

We work with families to ensure a smooth transition of assets, preserving both wealth and family unity.

Estate Planning

Our experts help structure your estate to minimise taxes and protect your legacy for future generations.

Trust and Corporate Services

We offer a range of trust and corporate services, including nominee services, family shareholding structures, and trust administration. Our corporate incorporation services ensure that families have the necessary frameworks to manage their businesses effectively and sustainably.

Nominee Services

We provide nominee shareholders to enhance privacy and manage family shareholding structures.

Family Shareholding

Structuring family shareholdings to facilitate governance and ensure alignment with family values.

Trust Administration

We manage trusts with meticulous care, ensuring compliance and effective asset management.

Corporate Incorporation

Our team assists in establishing and managing corporate entities to optimise business operations.

Family Governance

Recognising the importance of strong family dynamics, we facilitate family assemblies and councils, fostering open communication and collaboration. 

Family Assemblies

We facilitate family meetings to foster communication and strengthen relationships among members.

Family Council

Establishing a formal council helps families make collective decisions and uphold shared values.

Tax Planning

Our tax planning services encompass filing tax returns, structuring international relocations, and optimising real estate investments. We also provide guidance on double tax treaty planning to minimise tax liabilities, allowing families to maximise their wealth.

Filing Tax Returns

We ensure accurate and timely filing to minimise liabilities.

International Relocations

We provide strategies to optimise tax implications for families relocating abroad.

Real Estate Structures

Structuring real estate investments to enhance returns and minimise tax exposure.

Double Tax Treaty Planning

Our experts help navigate international tax agreements to reduce tax burdens.

Charity and Philanthropy

Our charity and philanthropy services help families develop effective giving strategies and establish grant-making foundations, enabling them to make meaningful contributions to causes they care about.

Giving Strategy

We assist families in developing effective philanthropic strategies that align with their values and goals.

Grant-Making Foundation

Our team supports the establishment and management of foundations to facilitate impactful charitable giving.

WHY CHOOSE US?

Our commitment to excellence is reflected in our personalised approach, deep industry expertise, and unwavering dedication to our clients. We view ourselves not just as financial advisors, but as partners in your journey toward building and preserving a meaningful legacy.

By offering a holistic suite of services, we empower families to navigate their financial futures with clarity and confidence. Together, we sculpt legacies with precision, ensuring that your family’s values and aspirations remain at the forefront of all decisions.