Services

One engagement, four disciplines.

Most families come to us for one of these and stay for all of them. They are delivered by the same team, under a single fee, with no internal referral between departments.

Customised investment management

Independent, evidence-led, cost-aware.

Every portfolio is built for a specific balance sheet, tax position and time horizon. We hold no proprietary products and receive no compensation from any manager, so the allocation reflects one thing only: what the family needs the capital to do.

Asset allocation modelled against household spending, not a risk questionnaire
Open-architecture manager selection with continuous due diligence
Tax-aware implementation: location, harvesting and transition planning
Access to private markets where scale and horizon justify the illiquidity
Concentrated position management and diversification scheduling

Multidisciplinary wealth advisory

The planning that surrounds the portfolio.

Investment decisions are rarely the binding constraint on a family's outcome. Tax, estate structure, liquidity and governance usually are. Our advisory team works alongside your attorneys and accountants so those pieces move together rather than in sequence.

Cash flow and lifetime spending analysis, refreshed annually
Estate and gifting strategy, trust design and generational transfer
Income tax planning coordinated with your accountant
Equity compensation, 10b5-1 planning and pre-liquidity structuring
Philanthropic strategy, donor-advised funds and private foundations
Risk and insurance review, education funding, family governance

Reporting and administration

One consolidated view of everything you own.

Complexity is the tax that wealth levies on attention. We consolidate accounts, entities and outside holdings into a single reporting framework and take on the administrative burden that would otherwise land on the family.

Consolidated performance reporting across custodians and entities
Partnership, trust and private holding tracking
Capital call management and liquidity forecasting
Bill pay, cash management and document custody
Year-end tax package prepared for your accountant

Exclusive family office

For families whose affairs need a full-time function.

For a small number of relationships, we operate as an outsourced family office — a dedicated team handling the coordination, reporting and administration that an internal office would otherwise provide, without the fixed cost of building one.

Dedicated senior team with defined service standards
Family governance, education and next-generation preparation
Direct investment and co-investment diligence support
Property, aircraft and collection administration
Coordination of legal, tax, insurance and banking relationships

Engagement

Not sure which of these you need?

Neither are most families at the first meeting. The discovery stage exists precisely to answer that, and it happens before any fee is agreed.

Request an introduction