Wealth Management
Holistic wealth planning and independent investment advice, tailored to your unique needs and goals
Investment Management
We manage financial assets and portfolios to meet specific client goals. This includes strategy development, asset selection, performance monitoring and adjustments based on market conditions. Our process involves risk assessment, asset allocation and ongoing portfolio optimization to maximize returns while managing risk.
Market Research and Analysis
We gather, interpret and evaluate financial information about markets, industries or consumer segments. We study market trends, customer behavior, competitor strategies and economic conditions to identify investment opportunities, assess economic trends and support strategic decision-making.
Private Markets and
Direct Investments
We identify, evaluate and manage investment opportunities outside of public markets. This includes private equity, venture capital, private debt, real estate and direct investments in operating businesses. Our service involves sourcing deals, conducting due diligence, structuring investments and overseeing performance to align with our client’s risk tolerance and return expectations.
Family and
Corporate Governance
We work with our clients to develop frameworks, policies, and decision-making structures that guide how their family and its businesses are managed and organized. We facilitate the integration of the family and corporate governance to align family values with business operations, helping to preserve wealth, reduce conflicts and ensure continuity and sustainable growth.
Legacy and Estate Planning Support
We help our clients to plan for the transfer of wealth across generations in a structured, tax-efficient, and values-driven manner. In coordination with legal and tax professionals, we guide our clients on wills, trusts, charitable giving and succession planning. We also often provide education and engagement of heirs to prepare them for future responsibilities.
Coordination with Tax Professionals
We collaborate closely with your accountant or tax advisor to ensure that financial strategies, investment decisions and estate planning align with current tax laws while optimizing tax efficiency. We ensure a cohesive approach where financial, legal and tax professionals work together in favor of our client’s best interests.
Client Portal
Through our partnership with Masttro (a digital financial platform), we provides our clients with 24/7 access to their financial information, documents, and communications in one centralized location. It allows our clients to view investment performance, track financial goals, upload or download documents, and securely message their advisory team.
Credit Consulting
We conduct a personalized analysis of your credit profile, debt structures, and lending opportunities; with an emphasis on aligning credit solutions with broader wealth, investment and estate planning objectives. Our services may include sourcing tailor-made financing, advising on collateralized lending, managing leverage across entities and coordinating with private banks or lenders.
Asset Aggregation
We consolidate financial data from multiple accounts, institutions, and asset classes into a single, unified view; which assist to make more informed decisions.
