A collective of award-winning, independent advisors, our partners are carefully chosen to create value across the breadth of your wealth cycle. Offering insight into family succession, governance, across all sectors of private wealth, their history and track record is important.

Our unique model enables you to quickly and easily ‘plug into’ the right expertise. Services are tailored around individual or group needs, so advisors can work independently or collaborate to achieve goals and objectives, manage assets, and protect wealth and family.

Our services span the following business areas:

  • Integration of multiple advisors
  • International Family Law
  • Security and protection
  • Cyber safety
  • Succession planning
  • Family governance
  • Private Banking
  • Mobile banking
  • Book keeping
  • Mentoring
  • Later life planning
  • Philanthropy
  • Perpetual travel
  • Financial planning
  • Tax advisory and accountancy
  • Inheritance
  • Trust and estate planning
  • Real estate law
  • Financial planning (cross border)
  • Insurance
  • Wills
  • Trust management
  • Reporting
  • Entrepreneurship
  • Foreign exchange management
  • Investment consultancy
  • Venture philanthropy
  • Corporate finance
  • Investment and asset management
  • Business Law
  • Private and commercial banking
  • Portfolio review
  • Real estate management, agricultural and estate advisory
  • Real estate direct investment
  • Property acquisition
  • Real asset funds
  • Tech funds
  • Socially responsible investment

If you would like to discuss your goals
please get in touch

Please see our important disclosure information