We take the time to build relationships so that we fully understand what drives you and what you envision in the short and long term. Everything we recommend is designed to help you meet those objectives.
You have successfully built and maintained your wealth. Setting up a Family Office ensures that this wealth endures for your family and legacy.
We handle all aspects of administration on your behalf including account opening and internet access, and work with tax advisors and other specialists to help you achieve your objectives.
We support goals-based wealth planning that evolves with your changing needs. After defining your life goals, we devise a completely personalized wealth strategy to create an enduring legacy, helping you navigate complex markets to build a diverse portfolio of investments that will help grow your wealth and protect it against uncertain futures and risks.
Once each strategy is agreed, you can leave the rest to us. We are your single point of contact for all banking and investment transactions. We also have the advantage of being able to negotiate banking and investment fees on your behalf.
We are independent of all institutions, which means we are free to curate the right investment vehicles from across the globe to help you meet your financial goals.
We make those careful selections after understanding your current financial profile and risk appetite along with your future goals and aspirations.
We review your portfolio with you regularly and make adjustments where necessary to keep your investments aligned with your goals.
Draw on our extensive global network to diversify your investment strategy. Through our specialized contacts, we are able to offer you exclusive investment opportunities that are not available in the public marketplace.
We will help you analyze and assess these offers to ascertain if they are the right fit for your current portfolio and financial goals.
We combine our expertise in financial management and markets with our in-depth understanding of current affairs and the impact this may have on your investment portfolio. We constantly seek out new offerings, analyzing companies, industries, markets and the world’s economies so that we can help you make the right decisions and identify attractive opportunities across major asset classes and geographies.
We help you grow your wealth not only with the right investment and wealth planning strategies but ensure that each decision made is in alignment with your values.
Because we are independent and able to select investment vehicles from around the world, it is easy for us to create an investment portfolio tailored to causes you believe in and avoid those that go against your values while still meeting your financial goals.
Through customized insights and analysis, our research team can help you factor in environmental and social impact considerations into your investment criteria and avoid investments that generate revenue from objectionable activities, sectors, and geographies.
We can focus on enterprises dedicated to solving domestic or global sustainability issues so that your investments have a positive social or environmental impact.