Our private client offering is characterized by long-term relationships, founded upon a deep understanding of the individual needs of each family. Our bespoke solutions are designed to preserve and protect family wealth, as well as deliver growth in a sustainable way.
We work closely with affluent families and entrepreneurial individuals, providing the range of trust, fund and corporate structuring solutions they require to achieve their business and succession planning goals. Our engagement begins with an investment of time as we seek to gain a thorough understanding of a client’s structuring objectives and administrative needs. We subsequently work with the client and their advisors in building optimum structures which we support for the long term.