Private Client
For families and individuals with $1M+ investable
A senior-adviser relationship built around complexity rather than product volume: structuring, succession and coordination with your existing tax and legal counsel.
$1M+
2–5
50+
Private Client services
Family Office Services
Consolidated reporting, coordination of professional advisers and administrative oversight.
Succession Planning
Structure, documentation and family governance for transferring wealth intact.
Cross-Border Structuring
Ownership, residency and asset location designed as one coherent architecture.
The 360° framework
How Protect, Grow, Retire and Transfer are applied inside a Private Client mandate.
How the relationship is structured
You work with a named senior adviser, supported by the wider team. There is no handover to a junior once the engagement begins.
We are deliberately capacity-constrained. The service depends on the adviser holding your full picture in their head, which is not possible at scale.
Fees are agreed in writing before work begins, and every recommendation carries its rationale, assumptions and downside case.
Next step
Arrange a confidential introduction
A 30-minute conversation with a senior adviser about your situation and whether we are the right fit.