We help private families and individuals who require specialist advice, management and administration of substantial wealth. Whether your wealth is created or inherited, we provide a level of service distinguished by discretion and advice guided first and foremost by what matters most to you.

We help you see the broader picture of your wealth, and put in place specific strategies that can optimise and protect your wealth for whatever you intend it to achieve.

Above all else, there is an integrity to our intentions. We put your interests first, building relationships of confidence and trust over time.

From investment, taxation and succession planning, to financial management, philanthropy, and trustee services, we listen, anticipate and act in the best interests of your wealth.

We can help you find answers to questions such as:

  • How can I see the whole picture?
  • How can I protect my assets for future generations?
  • How can I step away from the details but still stay in control?
  • Who will make the decisions when I am no longer able to?
  • How could I manage my wealth more effectively?
  • What performance should I be getting from my investments?
  • What level of risk should I be taking?
  • How much is enough? For myself? For my children?  For my giving?
  • How can I make the most impact with my giving?