Financial solutions for family offices
We manage assets and provide custom financial management services for a global clientele of facility office structures.
Through our premium platform of investments, we deliver investment management in line with the underlying principles of the family office to address equity, fixed income, alternative and multi-asset requirements.
Custom solution for unique requirements
Since the financial requirements of each facility differ greatly from one to the next, we develop custom solutions to help families organize their affairs at the most appropriate level.
Some family office structures are more complex than others and therefore demand a more active management style. Likewise, structures with less intensive management requires may be managed with a more basic administrative approach.
The purpose of each family office however remains the same; and that is to serve the financial wellbeing of family members across multiple generations to accommodate both family collective requirements and individual specific strategies.
Preservation of wealth
Preserving the value of significant wealth accumulated across multiple generations remains the primary objective of our services.
Each family office is governed in compliance of the family values in pursuit of maintaining the family heritage.
Investment are globally diversified to spread risk through the participation of multiple economies.
Distribution and allowance
Legally binding asset distribution polices dictates the allocation and terms by which each family member is bound.
Detailed process management acts to govern investment policy to align with a series of predetermined objectives.
For private clients and institutions
- Private Investors
Our private clients are individual, retail investors whom seek to the dedicated attention to the efficient management of their wealth accomplished only through the bespoke client-centric model that has become the hallmark of our firm.Read more
At the institutional level, our client base is comprised of financial intermediaries, independent wealth managers, insurance companies, nonprofit foundations and corporate financial committees.Read more
What does being our client mean for you?