Our dedicated team will work with you to determine the best option for your family’s circumstance and wealth, locating the right service providers and organising the various legal entities that may be required.

We will work with you to provide a clear, up-to-date picture of your financial situation across your investments including operating businesses, passive investment, real estate and securities portfolios.

Having a clear idea of your finances, our team will work with your family to identify new investment opportunities in public or private markets, advise on potential financing needs and help you to maximise value at the time of divesting.