Services

All 23 services

Most families use one or two services to begin with and add more as needs change. Every service runs from the same plan, the same reporting and the same team.

Twenty-three services in four groups.

Signature services

Where most families start.

Four ways to engage

CFO Services

A Chartered Accountant-led, AI-enabled finance function, part-time, for less than the cost of one senior hire.

Nine responsibilities

Investment Advisory

An outsourced Chief Investment Officer for the whole balance sheet.

Specialist

Distressed and turnaround

Restructuring, liquidity and recovery plans for family businesses and holdings under stress.

Our services

Everything a family enterprise needs, coordinated as one plan.

CFO and investment office

AI Governance Services Policies, controls and audit trails for AI use across the family office.
CFO Services Accounting, consolidated reporting, treasury, bill pay and controls.
Distressed and Turnaround Strategies Restructuring, liquidity and recovery plans for family businesses and holdings under stress.
In-House Finance and Tax Capability Building the family's own team.
Risk Management Insurance reviews, banking and lending.
Investment Advisory Portfolio advice and oversight across all accounts and entities.
Private Investment Opportunities Access to direct deals, co-investments and private funds.
Private Banking and Insurance Advisory Provider-independent review of banking, lending and cover.

Family and Succession

Family Office Across Generations Independence for each generation, unity for the family.
Wealth Transition and Family Continuity Preparing the rising generation to lead.
Family Governance and Education Charters, councils and financial education.
Purpose-Led Philanthropy Giving strategy, foundations and impact reporting.

Planning and Structuring

Pre-Transaction Planning Structuring and tax preparation before a sale or financing.
Goals-Based Planning and Wealth Strategy A plan that drives every decision.
Cross-Border Tax Strategy Year-round planning across jurisdictions.
Estate, Trust and Succession Planning Structures that carry family intent forward.
Trust Services Trustee and administration support through licensed partners.
Co-Investment Structuring Vehicles, tax and protections when investing with others.
Liquidity and Exit Planning Before, during and after a business sale.
Concentrated Stock Strategies Tax-efficient diversification of large single positions.

Protection and Lifestyle

Cybersecurity Services Protecting family members, homes, accounts and digital lives.
Private Aviation and Travel Seamless travel through trusted partners.
Lifestyle Services Support so the family can enjoy what it has built.

Not sure where to begin?

Tell us what is on your mind and we will suggest where to start. The first conversation is with our founder.

Request introduction How we work