The future of ultra high
net worth advisor
Access best in class custodians, not only in Switzerland but also in Monaco and Luxembourg.
We offer you the support you need to plan and make the right decision, during, and after your career.
Benefit from our in-house expertise and specialists in every asset class. Listed markets and off-market opportunities will make you the perfect balance between performance and liquidity.
Access a dedicated team, who can handle and consolidate all key areas of your family assets, including real estate holdings, direct or indirect investment, accounts, and tax consolidation.
Managing day to day expenditure in support of lifestyle needs of the individual and family
Where desired, to provide support for other family members on an agreed and controlled basis
Making long-term investments, to build a capital base which will provide for their financial needs when earnings have diminished
Managing, reviewing and administering the investment portfolio
Managing the risks, particularly the risk of injury which may cause unexpected loss of income or, ‘in extremis’, a premature end to the career
Setting up appropriate holding structures for the assets to promote tax efficiency