To complement our investment services for clients, we also provide a broad range of highly-curated and tailored family office services to assist clients with their non-investment matters. Our vast experience with first-generation and multi-generational families brings us a unique and quality know-how across a wide spectrum of matters.
We have a dedicated team of professionals and trusted partners with a deep reservoir of expert knowledge, resources and networks to customize the services to client needs:
- Bespoke wealth strategy & liquidity planning
- Global tax strategy
- Private banking connectivity
- Charity & philanthropy