Often we step outside the framework of an investment portfolio to consider particular family, estate or tax circumstances, offering the clarity of a unified perspective for those clients whose assets spread into real estate, holdings in family businesses, works of art, trademarks, patents and similar assets.

Complex issues arise in the effective organisation and control of such estates that cross many legal, commercial and financial disciplines. Our Family Office works with an in house team of legal and tax specialists who are devoted helping clients by proposing and assessing strategies that will provide appropriate solutions.

We work with an international network of advisors to verify and ensure the implementation in any jurisdiction of the legal structures and tax plans we agree upon. Succession is an intensely personal private matter, and in addition to our expertise, we bring the appropriate combination of understanding and discretion in each case.