Our services are tailored to the different specific requirements of each client. Accordingly, the breadth of the firm’s services encompass:
Family enterprise structuring, governance, and succession planning.
Investment and Wealth Management.
Corporate and Business Advisory.
Philanthropic Advisory.
Compliance, Reporting and Administration.
Family member engagement and education.
With the firm’s established history and global network, our investment capabilities remain best in class, and we hold validated expertise across venture capital, private equity, private credit, fixed income, equities, real estate, and alternative investments. Our network also provides the firm with unrivalled private deal flow.
In conjunction, the firm’s core capabilities across the other services areas are structured to ensure direct subject matter expertise is always accessible on any given matter and operates in unison with any existing advisors the family may have, for the exclusive benefit of the client. As a firm that prides itself on its independence, our core focus is to protect and grow our clients’ wealth and legacy for the benefit of the current and future generations of their family.
