Estate & Tax Planning
We collaborate with legal and tax experts to design and implement tailored estate and succession plans, optimizing tax efficiency and ensuring seamless intergenerational wealth transfer.
Discretionary Investment Management
We actively manage segregated accounts tailored to client portfolios, aligning investment strategies with their unique goals and risk profiles to optimize outcomes.
Fund Management
We manage funds domiciled across multiple jurisdictions, offering clients exclusive access to diversified investment opportunities, with a strategic focus on developed markets.
Alternative Investment Solutions
Our team excels at identifying international investment opportunities in alternative asset classes, including real estate and private credit, providing clients with distinctive avenues for portfolio diversification and enhanced risk-return profiles.
Investment Advisory
Leveraging a research-driven approach, we deliver deep insights into market dynamics, empowering clients to make well-informed and strategic investment decisions.
Family Governance & Education
We establish governance frameworks and facilitate family meetings, workshops, and educational programs to foster aligned decision-making, values preservation, and the long-term sustainability of family wealth.
Philanthropy Advisory
We develop and manage bespoke philanthropic strategies—including foundation establishment, grantmaking policies, and impact measurement—to help clients achieve their charitable objectives with maximum social and tax effectiveness.
