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Services

 

Business success or substantial inheritance brings responsibility and requires the skills of multiple service providers, the management of those providers, and the handling of a myriad of financial, investment, family and lifestyle considerations.

 

Managing wealth on the other hand is not simply about making the right investment choices. Protecting the family legacy, education, spirituality, position in community and creating family unity are some of the most valuable assets to a family, but often not considered in that way. 

As an organisation that prides itself on its independence, EWM Group’s focus is to protect our clients’ wealth, assets and legacy for the benefit of the current and future generations of their family by providing conflict free advice and guidance. 

Importantly, our clients retain full control of all decisions, gain access to best of breed opportunities and services providers globally and have a team working in unison with their existing advisors for the benefit of their entire family.

We provide customised solutions and a menu of services in the following areas

  •         Family Office Advisory Services

  •         Financial and Investment Governance

  •         Integrated Wealth and Asset Management

  •         Family Governance, Coaching and Education

  •         Philanthropic Services

  •         Risk Management

  •         Reporting, Administration, Compliance and Lifestyle Services.

Family Office Advisory Services
Financial and Investment Governance
Integrated Wealth
Family Governance, Coaching
Philanthropic Services
Risk Management
Reporting and Compliance
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