We help wealthy families and high net worth individuals to develop a structured, holistic and comprehensive approach to the management of their finances that reflects their common objectives.

In today’s constantly changing regulatory environment you need trusted advisors who will stay up to date with all the changes and plan strategies that will help you to preserve and increase your wealth.

We will review your existing planning, and help you build a strategy that meets the financial objectives you have set for yourself and future generations. We will systematically analyse your legal, fiscal and financial needs, and evaluate the options available to you.

Sound financial planning will give you a bedrock upon which you can manage how your assets and wealth evolve over time. By compiling a comprehensive picture of the present state of your assets and wealth, and by factoring in your lifestyle and lifetime plans, we can build a clear overview of your financial situation and predict how your finances may evolve over time.

We have extensive experience in guiding our clients in every step of the succession planning process, including the preparation of succession strategies, conducting property valuations, assisting in divestment transactions, the preparation of a Family Constitution, which would serve as a foundation for asset management for generations to come, providing transfer solutions that reflect core values: respect for the family and the continuity of traditions.