Accessibility links

Family Office family walking close up

Family Office

Our aim is to build long-term relationships with our clients and their families to deliver the most appropriate investment, estate-planning and succession strategies and ensure the best financial outcomes.

But we also recognise that many of our clients’ requirements go beyond standard financial planning and investment management. For some, the peace of mind that comes from knowing loved ones would not face any unnecessary additional strain in a crisis can be just as important as a tax-efficient return on capital.

Integrated Wealth Management

Integrated Wealth Management

Our “big picture” approach to your investment, pension, tax and estate planning needs will ensure you achieve your financial objectives.

Protecting and growing family wealth

Protecting and growing family wealth

We can ensure that your family’s financial affairs are handled in a tactful and efficient way.

Document vault

Document vault

Our comprehensive document-management service means you and your family need never worry about dealing with financial paperwork.

Managing family business

Managing family business

Our experts in commerce and financial planning can help you run and grow your family’s business.

Charity giving and philanthropy

Charity giving and philanthropy

We can advise and assist in creating a tax-efficient way for you to donate to worthwhile causes.

Ethical and socially responsible investment

Ethical and socially responsible investment

Our portfolio management service can help you maximise investment returns without compromising your or your organisation’s values.

Private Banking

Crisis management and reputational risk protection

Dealing with issues that could affect the reputation of your family or family business.

Private Banking

Private Banking

Providing access to high-calibre private banking services that are tailored to meet your exact requirements.