Family wealth is not self-perpetuating, and without careful planning and stewardship, hard earned wealth is easily lost.
Owning, managing, and nurturing significant wealth involves hard work, discipline, and engagement, and in increasingly turbulent times managing wealth well is an essential skill for families.
Every family is unique and the service we deliver to you will be bespoke to your family’s requirements, with the wisdom and knowledge we bring through our holistic approach to your family and your wealth having been acquired through many years of experience.
We understand the ingredients and practices that create long-term success and help you put these in place.
There are several elements of strategic thinking that make up a step-by-step approach to our model, and our principled approach takes into account factors beyond just financial.
A COMPLETE APPROACH TO FAMILY WEALTH
your family and its history
Your family is at the heart of family wealth management and the first step of the journey is inward-looking and documenting family history, values and purpose of wealth.
YOUR FAMILY'S VISION AND GOALS
We help you to prioritise your high-level goals and work with your family to develop a shared vision for the family’s future. Strong family missions can be passed and refined from generation to generation.
A LONG TERM WEALTH STRATEGY
A strategic long-term wealth management plan lays out how your family’s goals will be achieved, aligning your family vision with family enterprise and wealth.
STRUCTURING FAMILY WEALTH
We design and create a bespoke family wealth management framework using both traditional and state-of-the-art structuring designed specifically for your family’s needs and requirements.
A well-designed asset allocation model will create the right balance of family assets across countries and regions, assets types, currency, risk level, and individual investment policies for varying family purposes optimise your resources.
ecosystem of advisors
The complex world of wealth management requires a highly capable team and leadership and we are capable, experienced, and trustworthy. We represent the interests of your family as your trusted advisor, helping you navigate the wealth management landscape successfully.
a system of monitoring progress
We will create a bespoke strategic dashboard capturing all of the relevant performances and other data, keeping a full array of issues summarised in a single report, which will help us manage progress and take any corrective action as required.
engage and educate
Successful engagement and education of family members is one of the most important elements, having capable next generation creates responsible wealth stewards and brings new energy into your family enterprise maintaining momentum and growth.
WEALTH PRESERVATION AND FAMILY HARMONY ACROSS GENERATIONS
Our fundamental purpose is about working with you and your family to create a common pathway forward to help your family realise a shared vision for the future whilst respecting family values, and to achieve your long term goals in a disciplined, sustainable, and efficient manner.