What We Do
Our multi-family office caters to the sophisticated requirements of wealthy families and individuals.
Our multi-family office caters to the sophisticated requirements of wealthy families and individuals.
We deliver a comprehensive suite of services that are tailored to the unique circumstances and needs of each client, whether they are looking for comprehensive or bespoke services and solutions.
We bring together the expertise and knowledge of a multi-specialty team to provide insight and strategic advice and access to a breadth of wealth solutions and global investment capability. We provide:
- Advice to families on governance, structuring and succession
- Tailored investment and financing strategies, solutions and products
- Strategies to create, preserve, grow and distribute wealth
- Access to world class global private banks and investment managers
Investment, Wealth & Family Management
Investment, Wealth & Family Management
We offer a holistic approach that integrates investment strategies with comprehensive wealth and family management. This ensures that financial decisions support both individual and family-wide goals, addressing essential needs, lifestyle goals, and aspirational ambitions.
We are committed to looking beyond the financial investments, to understand what the family stands for, create a family strategy and develop a framework for working together.
Family & Business Advice
Family & Business Advice
Our services extend beyond traditional wealth management by providing tailored advice for both family dynamics and business interests. This distinctly different wealth focus helps families navigate the complexities of managing personal wealth alongside business ventures, ensuring strategic alignment and harmony.
We partner with Tenet Advisory & Investments, to provide a range of expert business advice and consulting services, including branding, technology and strategy & deals to grow your enterprise value through incredible business insights and engagements.
Integration with Family’s Advisers & Office
Integration with Family’s Advisers & Office
We co-ordinate and integrate our advice with the family's existing advisers and office, fostering collaboration and coherence. This ensures that all stakeholders are aligned and working towards the family's unified financial and legacy goals, enhancing efficiency and effectiveness.
Our family advisers understand the importance of sitting on your side of the table, guiding the way. Addressing relationships, governance, and communication within a family can be difficult but necessary to successfully manage wealth. Our team ensure you have the right conversations as well as structures and plans.
Wealth Allocation & Investment Strategies
Wealth Allocation & Investment Strategies
Our wealth allocation and investment strategies are designed to balance safety, growth, and high-return opportunities. By segmenting wealth into distinct tiers and regularly rebalancing, we adapt to changing market conditions and family circumstances, ensuring a resilient and goal-focused investment approach.
Investing is crucial to managing your wealth and our inhouse investment professionals act as your own private office specialists. We have significant institutional money management experience across a range of markets and can make the complex seem simple for our clients. And while we have market leading internal capability, we happily partner with others to provide our clients with the very best global investment solutions to build portfolios and reach their goals.