Family Wealth Management & Planning Services

Growing and preserving family wealth

Different from standard wealth management firms, a family office focuses on the unique needs and goals of affluent families. By getting to know the lifestyles, ethics, risk tolerances and financial goals of each member, family office wealth management is designed to last generations.

With us, creating a financial legacy to support your children, grandchildren and great grandchildren is straightforward and hassle-free. We are dedicated and experienced in serving high-net worth families. That is why we even named our group The Family Office. Securing your family’s financial future could be just a consultation away.

Family legacy planning and wealth management

Seventy percent of high-net worth families lose their fortune by the second generation, and 90% by the third. Reasons for this vary from wealth being spread to too many heirs to concentrated investment portfolios.

This can be avoided with expert family wealth investment. We have decades of experience and expertise in creating long-lasting financial legacies for families.

Unlike other firms, we are not stuck in the past. We adopt a modern approach to overcome the investment challenges of today. We blend public and private core business, local real estate, and local stocks into a truly diversified international portfolio. With experts across the world, we have local knowledge and a global footprint. We specialise in constructing tailor-made wealth solutions for long-term financial goals.

If you would like to grow your wealth for your descendants tomorrow, we can help.

Our approach to wealth planning for families

Family wealth management has no one-size-fits-all family financial planning guide. Each solution is as unique and diverse as the family member it benefits. We tailor-make each portfolio around the risk tolerance, time horizon, financial goals and values of our clients.

Leveraging our international diversification capabilities and superior management selection, we bring together the most compelling investments from the public and private markets. To capture long-term growth, we favour the endowment approach to investing. This philosophy, commonly used by Ivy League universities, takes advantage of lucrative private market opportunities unavailable to other investors. We take full advantage of using private markets to maximise the potential for returns, while reducing the concentration risk.

Your financial family planner

Planning your family’s long-term financial future requires skill and expertise. The Family Office creates tailor-made financial plans and investment portfolios for you. Our job is to achieve your unique financial goals, time after time. This is why our leading experts take the time to truly understand your circumstances, finances and objectives.

We work with multiple time frames. We can grow wealth for grandchildren to secure lavish weddings and superior education, while providing regular income for a luxury retirement. Your financial plan is built entirely around you, with the best-suited investment opportunities from across the globe. And as we build your financial plan from scratch, we’ll ensure that it always matches your exact ethics and values for generations to follow.

With superior global resources, prestigious partners, and exclusive contracts, we build exceptional portfolios. Combining the finest public and private opportunities, we create the best-suited asset allocation for your goals. To help you grow your wealth, we build a truly diversified portfolio with more promising returns and less risk. We’ll also handle the day-to-day management of your tailor-made portfolio, so you never need to lift a finger.

A family office provides a full suite of wealth services to affluent investors and their families. This includes managing funds and investments for portfolios, transferring wealth, tax planning, and arranging for philanthropic donations, trusts and insurance.

We take family financial planning extremely seriously, putting you at the heart of everything we do. With us, a dedicated financial planner will ensure that your investment portfolio is on track. We employ seasoned experts who care for your wealth as if it were their own.

Your dedicated financial planner will take care of the day-to-day cash flow, risk management and investment opportunities. Get in touch at any time to discuss your options and find out more. We’re here to serve you.

Taking advantage of our expert, hassle-free family office wealth management.

Calculate how much you could grow your wealth today

If you want your children, grandchildren and great-grandchildren to enjoy a superior education, impressive weddings and secure lifestyles, family financial planning is the way forward.

The grandchildren of 70% of affluent families who lose their wealth by the third generation miss the benefits and opportunities that the founder has worked so hard to achieve. They will not have the same social standing or education. Many may never recover the wealth and lifestyle that their grandparents enjoyed.

But this hardship is unnecessary. With superior financial planning, parents and grandparents can protect and grow their wealth for generations to follow. In most cases, they can continue enviable lifestyles and luxurious retirement incomes while they increase their wealth.

Benefitting from expert investment management with leading risk management, tax- efficiency, diversification, and regular income is straightforward and hassle-free. We work around you, your goals, your values, and your lifestyle to bring your family lasting financial security.

Giving your family the gift of a stable financial future could be just a consultation away.