Private clients and companies, advised on the same footing.
Retail and corporate, with financial advisory and wealth management under both.
The clients
Two kinds of client. The same standard of advice under each.
Retail clients
Private individuals and families
Your whole position advised as one: income, property, savings and investments, in every currency and country they sit in. Clients arrive at every stage of building wealth.
Corporate clients
Companies and the people who own them
Company cash, treasury balances, shareholder and director arrangements, and the owners' personal position, held in one view and advised together rather than in separate rooms.
Financial advisory
The plan. Your whole financial position on one page, and the route from where you stand to where you intend to be, reviewed as your situation moves.
Wealth management
The execution. Accounts opened in your name, access to the global financial markets, and ongoing advice on what you hold, in the currencies and jurisdictions your life runs through.
The circumstance
Four circumstances bring families to this firm.
Before a liquidity event
The business is about to become cash
The months before a sale are the only window in which most of the useful decisions can still be made. Afterwards the structure is fixed and the tax position is already set.
A family in two places
Children studying or settling abroad
Once one generation lives under a different tax authority, currency, and inheritance regime, arrangements built for a single country start to work against the family holding them.
Concentration
One country, one currency, one bank
Most family balance sheets are concentrated by history rather than by choice. The first useful step is seeing the concentration clearly enough to decide whether you still want it.
Succession
The next generation is not ready, or not interested
Governance, not documents, is what determines whether a transfer holds. The families where it works started the conversation a decade before it was needed.
Circumstance, not size, is what qualifies a family here.
Why this firm
Borderless by design
The firm exists for lives that cross jurisdictions. One relationship reaches the global financial markets, in every currency you live in.
Your name on everything
Assets held in your name with regulated custodians, accounts contracted on terms you can read, and fees disclosed in writing beforehand.
An advisor who stays
A named investment advisor who knows your whole position and remains through every move it makes.
12
Years
US$100m+
Under advice
4
Jurisdictions
On fit
You are told plainly when this firm is not the right fit.