The firm

Who we serve

We work with private clients and family offices holding USD 1 million or more in investable assets.

Private clients
Individuals who want one adviser who sees the whole portfolio, instead of each bank seeing only its own piece.
Liquid markets advisory
Families
Families holding wealth across generations and jurisdictions, who need a structure that fits the portfolio and a way to make decisions together.
Family governance
Family offices
Single family offices that want an outside view on liquid-market allocation and on how the office’s holdings are structured.
Wealth structuring
Business owners and executives
Founders and senior executives whose wealth sits largely in one company, before and after a sale, listing or vesting date.
Business owners and executives

Request an introduction

Every relationship begins with an introductory conversation. Tell us about your situation and we will arrange one.

The firm

We work with private clients and family offices holding USD 1 million or more in investable assets.

Private clients
Individuals who want one adviser who sees the whole portfolio, instead of each bank seeing only its own piece.
Liquid markets advisory
Families
Families holding wealth across generations and jurisdictions, who need a structure that fits the portfolio and a way to make decisions together.
Family governance
Family offices
Single family offices that want an outside view on liquid-market allocation and on how the office’s holdings are structured.
Wealth structuring
Business owners and executives
Founders and senior executives whose wealth sits largely in one company, before and after a sale, listing or vesting date.
Business owners and executives

Every relationship begins with an introductory conversation. Tell us about your situation and we will arrange one.