Bespoke Wealth Management

  • Advantages
    • Regulated in USA
    • Discrete Quality Ultra High Net Worth
    • (UHNW) Global Full Service
    • Proven Experience
    • Tailored Solutions
    • Professional & Ethical Standards
    • Exceptional Transparency
    • Asset Security & Accessibility
  • Approach
    • Member needs understood
    • Correct instruments selected
    • Bespoke discretionary management
    • On-line portfolio view and statements
    • Performance mandates exceeded
    • Easy withdrawal facility
    • Foundations, Endowments & Charities
    • Family office
    • Coordination with member existing professional advisors & custodians
  • International Solutions
    • Cash
    • Currencies
    • Equities
    • Fixed Income
    • Derivatives
    • Funds
    • Direct Lending
    • Real Estate
    • JV
  • Referral Partner Service
  • Established network of other family offices and ancillary providers for SPECIALIST, INDEPENDENT and NON-CONFLICT OF INTEREST:
    • family governance
    • intra- & extra- familial wealth planning
    • succession and inheritance planning
    • legal structures
    • philanthropy
    • accounting
    • corporate administration
    • citizenship
    • residency
    • impact and socially responsible investing
    • divorce
    • taxation
    • real estate
    • family intranet platform
    • deal flow
    • corporate financing
    • exclusive networking memberships
    • private equity secondary & fund exits
    • pre-ipo unicorns

Whilst we understand the ease of using a one-stop-shop, we cherish our independent status to remove any conflicts of interest and banking). However todays global family requirement are becoming more varied and complex. To assist in the areas where we do not have in-house expertise we have cultivated a network of similar independent and best in class service providers to provide not only specialist advice but also oversight to our own activities on your behalf, or we are happy to work with your existing providers.

  • Family Office Services
    • Source: Hannah Shaw Grove, CFA Institute Conference Proceedings Quarterly, Second Quarter 2015
  • Investment Management
    • Policy and governance
    • Manager selection
    • Portfolio construction
    • Direct investments
    • Research and analysis
  • Advanced Planning
    • Tax mitigation
    • Estate planning
    • Wealth transfer
    • Business succession
    • Asset protection
    • Charitable gifts
  • Administrative Services
    • Financial reporting and record-keeping
    • Data aggregation
    • Bill payment
    • Tax preparation
    • Day-to-day office operations
    • Certified public accountant (CPA)/accounting duties
  • Lifestyle Services
    • Family security
    • Concierge services
    • Private health care
    • Philanthropy
    • Advisory services
    • Family education
    • Fine art and collectibles
    • Property management
  • Investment Banking
    • Buying and selling
    • Business interests and other assets
    • Capital raising
    • Loan sourcing
    • Investor sourcing