$25M – $250M+
Full multi‑family office
Families and founders who want every part of the family enterprise coordinated by one team, without the cost of building their own office.
Who we serve
The right level of support for every stage of wealth.
We work with qualified ultra-high-net-worth families and family offices.
Three levels of support
We start from how complex your situation is, not from a number.
Many entities, countries or generations
One or two areas of need
From $10M
Fractional family office
Selected support for founders after an exit, athletes and entertainers, and women inheriting wealth, alongside existing advisers.
Your own office, a specific gap
Single family offices
Specialist services
Governance, succession, AI deployment, investment office, outsourced CFO, and distressed and turnaround strategies that work alongside your own team.
By situation
Clients come to us at moments of change.
Individual principalsUltra-high-net-worth individuals
A personal CFO and investment office for principals whose wealth has outgrown a single adviser.
A liquidity eventFounders after an exit
Planning before, during and after a sale, and a structure for what the proceeds become.
Several generationsMultigenerational families
Preparing the rising generation to lead, with charters, councils and financial education.
New responsibilityWomen inheriting wealth
Support to take on new responsibility with confidence, at your own pace.
Early, fast wealthAthletes and entertainers
Wealth that arrives early and quickly, planned to last beyond a short career.
Your own teamFamily offices with their own team
Specialist capability your office does not need full time: a CFO, a CIO, AI governance or a turnaround team.
Lawyers, accountants, trusteesProfessional advisers
Work with us on a shared client. We work alongside existing advisers, not instead of them.
Not sure which applies to you?
Tell us about your family's priorities. Every conversation is private and carries no obligation.