We help families with the formation, restructure or review of existing arrangements, setting aims and objectives and reviewing performance. We tailor the structure to suit the specific requirements of the family and provide advice on the correct staffing of the family office with employees and advisors.

We provide family members with support and advice throughout the transition planning process particularly vital where there is a family business. We provide general consulting services to families to assist them in related estate and succession planning.

We help families deal with international assets in the global estate and succession planning process. With support from global legal and tax advisory partners, we can coordinate, implement, and periodically revise the resulting plan.

We undertake a strategic and tactical assessment of your requirements to ascertain the objectives, risk appetite, investment knowledge and past experience. We spend time educating you on the different investment houses, banks, private banks and wealth and asset managers operating in the international financial markets.

With many years of experience in assisting wealthy families structuring their assets for long term growth and successful succession. We are the ideal partners to assist the new generation of the family to learn about the complexities of wealth development, protection and preservation.

We structure the ownership of your assets to protect them from dilution by external threats, including third party and family disputes and exposure to unnecessary taxation. We will arrange for tax planning advice to take place to suit the location of your assets , your residency, domicile, nationality and family circumstances.