Comprehensive services

 

INSPIRING wealthy families to articulate the role and purpose of their wealth across multiple generations.

 

INTEGRATING the tax, legal, insurance and investment guidance you need.

 

IMPLEMENTING the strategies that will achieve what you want.

 

Our services include:

  • goal-based investment management;

  • total net worth management;

  • financial education;

  • tax planning, including cross-border strategies;

  • Wills, trusts and estate planning;

  • tax-effective wealth transfer;

  • legal services, including corporate succession planning, family law and real estate;

  • philanthropic strategies;

  • insurance solutions;

  • family business consulting;

  • dealing with alternative investments such as real estate; and

  • coordinating with health professionals; wealth without health is meaningless.

"There is no doubt that it is around the family and the home that all the greatest virtues, the most dominating virtues of human society, are created, strengthened and maintained."

—Winston Churchill