Our Private Office provides a comprehensive suite of regulated services together with a broad range of family administrative supports to select clients. We work with these families to tailor and deliver a personalised solution to often complex and multi jurisdictional circumstances.
Our financial advisory services include our comprehensive wealth planning, investment consulting and tax and estate planning services together with wealth structuring and asset protection. We work with you and your trusted professional advisers to develop a long term plan. We give special consideration to solutions which address the control, ownership, taxation and succession of wealth, including estates and family run businesses.
In addition to our advisory services we provide a range of administration and governance services. We provide coordination with professional tax and legal advisers. We also provide assistance in establishing family trusts and partnerships, philanthropic planning and the ongoing administration of these structures such as meeting co-ordination, minute taking, agendas and correspondence.
We provide our services in conjunction with carefully selected service partners.