Strategic Wealth Planning

This is big picture stuff.

Strategic advice means taking into account your non-investment life. It’s looking at the overall picture of your lifestyle.

This is because it’s only possible to maximize and optimize your financial position if we first analyse salaries, cash flows, debts, tax structures and asset ownership.

Only then can we put in place a process and plan for you and your family’s future.

Asset Structuring & Wealth Planning

Wealth can be held in various vehicles, including trusts, private companies and foundations. Each structure has its own benefits, its own taxation and estate planning implications.

In conjunction with tax professionals, we help you assess the various options and then identify the right legal structure for you and your family.

Asset Allocation

Numerous studies have shown that deciding the percentage of a person’s assets that go into cash, bonds and fixed income, or shares and property, will determine the size of their investment returns.

It’s little wonder we spend quite some time uncovering, not only your appetite and tolerance for risk, but your capacity to assume risk in order to determine the most appropriate allocation and mix of assets for you and your family.

Investment Selection

Once we identify the appropriate mix of assets for you and your family, we make use of specialist investment managers around the world, grounded by academic research and evidence, to provide you with specific advice on how to split your investments.

That way we can set you up with a made-to-measure, diversified portfolio that will put the odds of financial success firmly in your favour.

Financial Modeling &

Simulation

We do our best to take the uncertainty out of the future.

We help you look beyond today by providing well-researched insights into the long-term effects of whatever course you choose.

Through thorough analysis, and using our unique financial modeling tools, we provide you with the information to help you make educated, rational decisions.

Personal Risk Management

You’ve worked hard to get to where you are today, so it’s important not to let the unexpected destroy your family’s financial position or compromise your lifestyle.

So we look very carefully at whether you should lessen your risk exposure by building protection around your assets through either self-insurance or outsourcing.

Private Banking

You're probably tired of meeting your new private banker. We get it.

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As your primary point of contact, we'll act as your intermediary between you and your bank to help manage and co-ordinate your everyday banking. From arranging fund's transfers to facilitating your foreign exchange transactions.

For us, it really is personal - not just another slogan. We got you covered.

Finance

Finance can play a key role in helping you achieve your goals. Whether it’s to buy or build your dream home, a new investment property, the purchase of a new business, or to take advantage of an investment opportunity - finding the right lender can be confusing and time consuming.

In conjunction with our specialist partners, we’ll help you find the lender and loan that’s right for you. We’ll spend time comparing loans and lenders across the country. We’ll negotiate on your behalf. And when we’ve found the right loan, we’ll take the hard work out of the loan process by preparing and co-ordinating all the paperwork for you. We’re on your side.

Succession & Estate Planning

The decisions made today about how your affairs are structured will play a central role in the way your assets are transferred to future generations.

Together with professional experts in the estate planning field, we can draft a plan that will provide an efficient and effective framework that will make sure the chosen beneficiaries of your estate receive exactly what you’ve decided.

Philanthropy

Many of our clients wish to contribute to, or lead, positive change.

Should you want to give back to your community, or make a difference in someone’s life, we can, with the help of philanthropic service experts, guide you through your options for supporting what matters to you and your family. This can be incorporated into your overall wealth plan.

Family Wealth Services

When it comes to your family’s wealth, you know you deserve the best.

We have the knowledge, capabilities, and reach to provide you with unparalleled support.

You’re busy with business and personal commitments. Knowing you and your family’s situation, we’ll act as your primary liaison and connect you to, and work with a wide range of professionals.

We’ll help oversee and co-ordinate the administration that comes with managing your affairs, no matter how complex.

Your Family Office

Like your family's success, your family's wealth wasn't built overnight. It took vision, risk, patience, discipline, and long-term thinking.

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We also understand that with multi-generational wealth comes a certain level of complexity - and that the transition from one generation to the next is critical.

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We can facilitate the conversation and strategy that translates your wishes and values into a plan for the next generation, so that your legacy lasts generations.