What we do

One point of contact for all your wealth needs. Your personal CFO and financial concierge. We aim to provide comprehensive independent advice and planning on all aspects of your wealth either directly or co-ordinating and partnering with our handpicked network of specialists.

Financial and Estate Planning

We will help you create a plan to live the life you want and craft your legacy for the people who are important to you.

Bespoke Investment Management

We will work with you to design and implement the right portfolio to preserve and grow your wealth and reflect your own values and goals.

Private Banking services

We support relationships with Global Banks who offer access to custody, execution and private banking products.

Philanthropy

From setting up a tax effective charitable gifting plan through donor advised funds to establishing your own foundation, we can assist on defining and executing your philanthropic goals

Tax Planning and Trusts

Together with our network of tax professionals, We help advise on how best to structure your wealth so that you can invest and pass on your wealth tax effectively as well as protect and distribute your assets.

Family Advisory

We guide you in helping you and your family design and implement a bespoke family governance system, as well as supporting your wealth transition journey and the next generation members of your family to become future leaders and responsible wealth owner

Lifestyle and Concierge services

With our London Concierge service partner, we grant you access to the most exclusive red-carpet experiences, top restaurants, five star travel, world-class entertainment and London’s finest shopping.

Lending solutions

Whether it's structuring high value mortgages or Lombard lending to commercial credit, as an independent firm we will arrange the solution that meets your needs.