EXPERTISE AND EXPERIENCE
Navigating complexity to deliver life-changing solutions.
Our Origins
Our group was created in the beginning to serve the financial, business and lifestyle needs of a single high net worth family. Over time, as a result of repetition, problem solving, mistake making, recognition and rectification, we grew to be highly skilled at creating and maintaining the infrastructure that family wealth requires. We now offer our services to other wealthy families from other walks of life across the globe.
Who We Serve
- High Net Worth Individuals (HNWI)
- Family Businesses and Family Enterprises
- Public and Private Companies
- Entrepreneurs
“Annual income twenty pounds, annual expenditure nineteen nineteen and six, result happiness.
Annual income twenty pounds, annual expenditure twenty pounds ought and six, result misery”
Charles Dickens, David Copperfield
42
Our clients have a median of 42,000,000 USD in investable assets. Wealth in that measure requires a network of infrastructure to protect, manage and grow it. That infrastructure is typically constructed using companies, trusts and foundations, but built, monitored and maintained by exceptional people.
What Clients Say
Hearing what clients care about enables us to tailor our services accordingly. Quantifying client satisfaction in the same way we would our investment returns permits us to apply the same rigorous methods, and improve client satisfaction.
Different Things For Different People
Q: How would you rank the importance of each of the following, with respect to the overall services your advisor provides, with a 1 being most important and a 4 being least important?
Active Listening
Actively soliciting feedback from clients lets us know where the gaps are. As your priorities change over time as you transition through life, we take time to check in with you at regular intervals. It is important to us that we’re well apprised with what’s important to you, what you’re interested in, and what you need from us.
Q: Which topics would you be interested in learning more about from your advisor?
| Maintaining sufficient assets to meet lifetime income needs. | 40% |
| Coping with a significant market downturn. | 36% |
| Creating a plan to manage income in retirement. | 31% |
| Keeping my personal data safe. | 30% |
| Dealing with the rising costs of health/long-term care. | 28% |
| Education on investments or the markets. | 25% |
| Ensuring my partner/spouse is taken care of should I pass away first. | 25% |
| Leaving a financial legacy for my children. | 22% |
| Creating a meaningful vision for the next phase of my life (e.g., in retirement). | 19% |
Different Stages Of Life
Although there is a general tendency for older people to be wealthier there are many exceptions. Furthermore, wealth that crosses generations will by definition transition from older to younger hands. Whether you are a first generation entrepreneur or a family descendent, we strive to empower you with bespoke wealth management solutions.
Ethics Are Important
It is not surprising that working with an advisor who is ethical is critical to clients. When asked about specific aspects of ethics, clients said the following were most important.
“My wealth advisor maintains confidentiality of
client information.”
“My wealth manager responds to my inquiries and instructions appropriately,
promptly, completely, and truthfully.”
“My wealth manager has high ethical standards”
The Future
We are proud to serve our small network of unique, and often brilliant people, and to provide them with the advice and support that they need. We remain committed to our own continued learning in the field of wealth practice and will continue to embody our personal values in the work that we do for others; both within our firm, and within our communities.