We Provide the Best Solution to Grow your Wealth
Planning is the foundation of success. Wealth creation without a plan is like going on a journey without a map. Our services are designed to assist Individuals, families and entrepreneurs both locally and globally to structure their portfolios efficiently, to grow their wealth and preserve it for future generations. We specialise in structuring personalised investment portfolio and advise on customised structures, using trusts, foundations, companies and funds, in domestic and offshore jurisdictions, we manage assets and investment portfolios for secure, efficient wealth and succession planning.
Our Services
Our Private Wealth Planning services ensures that an ongoing relationship is built with you and your Private Wealth Manager so that you are both involved in the decision-making process and take joint-control of your financial future. Our advice process ensures that you and your Private Wealth Manager work towards achieving a particular personal goal. We have set a defining standard in individual attention and personal service.
Investment Management
A fundamental component of our Investment Management strategy, is achieving consistent long-term investment performance tailored to each client’s requirements. Our goal is to preserve client wealth while identifying investment opportunities that possess attractive return potential.
Tax Consulting & Accounting Services
Our highly trained accountants and tax advisors help you take care of the tough stuff. The foundation of effective wealth creation is based on sound tax advice. Our specialists have more than a decade of experience helping our individual and corporate clients ensure they are tax efficient within their portfolios.
Estate Planning & Fiduciary Services
Get clear guidance on how you want your wealth distributed. Our specialists simplify the seemingly complex issues associated with structuring your wealth. Using their shared knowledge and technical expertise, they assist you with a range of services.
Personal Insurance & Business Assurance
Preparing for the unknown, empowers you and your family for life’s unpredictability. should the unthinkable happen to you, will your loved ones be financially secured and able to still afford lifestyle expenses, pay off outstanding debt, education and more – even if you are no longer able to provide for them yourself.
Private Wealth Management
Private Wealth Management (PWM) involves the management of assets of high-net-worth individuals (HNWI). We create a close working relationship with wealthy clients to understand their financial needs and to help build a portfolio that achieves the our clients financial goals. We provide a range of specialised and tailored services, including portfolio management, estate planning, asset protection, tax management, and other financial services.
International Trusts Services
An offshore trust, registered in a secure tax-efficient jurisdiction allows for effective wealth creation, tax-efficient management and succession planning for effective distribution of assets to beneficiaries. Trusts are excellent investment vehicles to protect assets, and they have the ability to hold a wide array of asset classes.
$120Mil+
Assets Under Manangement
5
Global Offices
1000+
Clients
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