Linara | Family & Wealth

Why We Are Different

Managing family and financial complexity with expertise and care

What makes our approach to family wealth management distinct, is our advice and support addresses both family and financial elements of the family’s financial ecosystem.

We aspire to empower families to thrive, ensuring their wealth serves as a foundation for enduring prosperity and meaningful legacies.

We foster long-term relationships by offering an unparalleled combination of service, expertise and capabilities tailored to the needs of our clients.

A truly comprehensive and integrated approach to family wealth management.

We understand the opportunities and complexities that come with significant wealth. Our team has the breadth and depth of experience to truly serve the needs of our clients and are able to create tailored services and solutions, comprehensive or bespoke.

Our comprehensive services, delivered through an integrated adviser team approach, ensure we provide expert advice and personal service for every part of a family’s financial life.

Personalised Solutions

Linara delivers solutions tailored to the unique needs of every family we serve. Our comprehensive services, delivered through an integrated adviser approach, ensure we provide expert advice and personal service for every part of a family’s financial life.

What truly sets us apart is not only our range of capabilities to grow and protect your wealth, but also our team's extensive experience and unwavering commitment to being client-centric and caring in our approach.

“At Linara, we believe in investing in the family, not just the finances. Our holistic approach ensures that your wealth supports your family's aspirations, unity, and legacy, empowering you to thrive together. By focusing on all aspects of family wealth—from governance to structuring and succession planning—we ensure effective management of both the wealth and family and a smooth transfer across generations. Combining global expertise with a personal touch, we work closely with families, their advisers, and family offices to tailor strategies that help your family's legacy thrives."

Jason Chequer

Partner

Integrated Expertise

By combining investment, wealth, and family management into a holistic approach, we ensure financial decisions support both individual and family-wide goals. This integrated expertise sets us apart from traditional wealth managers who may not offer such a comprehensive service.

By providing comprehensive and integrated wealth management services, we help families safeguard their future, uphold their values, and build lasting legacies.

Centralised Management

Clients benefit from having a single point of contact who oversees all aspects of their financial and personal affairs, reducing the burden on family members. Co-ordinating with existing advisers and office, enhances efficiency and effectiveness, aligning all stakeholders towards unified financial and family goals.

Experienced Team

We bring together an experienced team of family wealth advisers and investment professionals to serve complex families that need integrated advice and management of their financial affairs. This level of expertise and specialisation can be challenging for a family to replicate if they were to set up their own family office.