POWERFUL WITH SCALE
We provide guidance, perspective and practical solutions for your bespoke needs, drawing on the experience from managing our own wealth.
We conduct a comprehensive review of the client's unique circumstances and requirements, including their tolerance towards financial risk.
By obtaining a clear understanding of the overall objectives and needs of the client, we can prepare for future liabilities, income and other requirements.
Working with the client, we also discuss the behavioural risks that are common when living with wealth – for example, excessive lifestyles, entitlement and intergenerational issues. Together, we address these risks at the outset by implementing proper governance and a model for succession planning.
We implement your investment strategy in a vehicle or platform to best suit your individual requirements and needs.
The client’s current situation is reviewed thoroughly, including assessing any structures already in place and how effective they are, also as regards the family business (if applicable). Taking into account the plans and preferred choice of residency, we consider the most optimal jurisdiction for the final structure.
Using our in-house counsel and working with our network of proven service providers, we implement the most effective solution. We monitor and evaluate changes in regulations, laws and family dynamics to ensure the ongoing efficiency of the chosen structure.
We execute the investment strategy as part of an integrated wealth management solution that best satisfies the bespoke needs of our clients.
Transaction management, reporting, administration and monitoring of all parts of the investment strategy are effectively managed. As co-investors, our families and clients benefit from scale which saves costs and enables access to opportunities otherwise only available to much larger investors.
We grow your wealth over time, whilst protecting it against large losses, monitoring performance and rebalancing as necessary, in keeping with the agreed requirements.