Family Office

Advisor on your side of the table

All of your investments on one page

“Translating” and simplifying complicated investment reporting into simple summaries for you to review and assess performance in a consistent fashion

Network of Professional Service providers

Work with your existing tax advisors and consultants or introduce you to our network gained over 40 years of financial service experiences

Cost-conscious approach

Transparent review of current investment costs and assistance on improving cost effectiveness

Passionate – Dedicated – Professional

Small And Flexible Family Office

We are flexible and aim to provide you with the support and convenience of a small Family Office. Our knowledge and experience of banking and broking relationships, and our close working relationships with legal, tax and accounting professionals will help you to obtain the best possible result for your private and family affairs.

Identify the scope of work

Audit and evaluate your existing investments as well as a business opportunity or life changing event that you find yourself in

Meet your team

Work with your existing providers and your family to understand your current strategy

Small changes, new framework or action plan to help deliver on your goals

Help you gain comfort over the investment portfolio and greater control if required