Advisory and Consulting

Conducts thorough evaluations and analyses of your family's unique needs, offers comprehensive services including needs assessment, strategic planning and analysis, risk management, and expert guidance on succession planning, and governance.

Structural Planning

Designs Trusts or Private Foundations as the ultimate investment holding structures to suit your family's dynamics and business needs. These structures provide optimal tax benefits, asset protection, and compliance with legal requirements, while facilitating smooth intergenerational wealth transfer.

Family Governance

Creates vision statements and policies that clearly define the role and responsibilities of each family member, fostering a structured and professional approach to family management.

Wealth Management

Provides comprehensive support and guidance to families in executing pre-designed investment policies, educational and employment strategies, and entrepreneur funding policies. These efforts are aimed at encouraging the next generation's active involvement in the various ventures.

Real Estate Management

Ensures secure record-keeping of property and land titles, handles payment of quit rent and assessments, consolidates rental income and expenses, and provides comprehensive profit and loss statements.

Business Continuity

Designs smooth leadership transition strategies, robust business governance, and comprehensive talent management and operational policies. Develops contingency plans to ensure uninterrupted operations and sustain long-term business success.

Business Strategies

Evaluates potential exit strategies, analyses mergers and acquisitions opportunities, and explores listing options. Assists in the strategic implementation of these plans to maximise value and achieve your business objectives.

Family Meetings and Reporting

Organises and conducts family meetings, handles the writing of minutes, and provides comprehensive reporting. Facilitates effective communication among family members, ensures transparency in decision-making, and helps set agendas to align with the family's strategic goals.

Recordkeeping and Reporting

Manages day-to-day finances, produces accurate financial statements, and maintains meticulous document control.

Legal and Compliance

Designs sophisticated estate-planning strategies, comprehensive tax planning, and robust risk management and control services.

Investment Management

Oversees asset allocation, manager selection and due diligence, and performance reporting.

Risk Management

Protects physical and digital assets with property and casualty insurance, personal security, and cybersecurity.

Family Gatherings

Assists with budgeting for family vacations and gatherings.

Family Coaching and Education

Supports family meetings, educates family members on financial and other matters, and develops the family's mission, vision, and values.

Philanthropy

Advises on family philanthropy and creating meaningful giving strategies.