We leverage our knowledge, experience and operational capabilities to support the requirements of the family across its entire range of affairs, from long-term planning to routine transactions and administrative support.

We offer integrated planning and investment advice focused on the needs of resident and domiciled/deemed-domiciled family members. Our clients benefit from advice across a full range of tax-efficient structures and investments that support their financial and intergenerational interests.

Drawing on our resources and expertise, we invest on a discretionary or advisory basis across the full range of asset classes. We adapt our investment approach to meet specific family and market circumstances.

We advise wealthy international families on long-term tax planning and structuring solutions, and ensure that day-to-day transactions are properly scrutinized for their tax and regulatory implications.

We advise families on their approach to philanthropy, usually as an integral part of the wider family strategy. We also provide technical advice, structures, investment services and full operational support where required.

We advise and act on behalf of our clients in all matters related to residential and commercial properties, particularly in the United States. We support clients with acquisitions and dispositions, manage existing properties, and offer private property search services.

Our network of contacts and partners gives us access to attractive private equity and venture capital opportunities, both through funds and direct investments. Our offering is global and flexible, and can be fully tailored to each client’s specific requirements.