Your client relationship stays yours
We coordinate the family's plan and reporting. Legal, tax and trust advice stays with the advisers the family has chosen.
For professional advisers
We work alongside your advice, not instead of it.
Lawyers, accountants, trustees and private bankers introduce families to us when a client needs a coordinated family office. You stay the adviser in your area.
Working together
What you can expect from us.
Better information, sooner
Consolidated reporting and organised documents mean you get what you need for each deadline.
Clear terms
How we work together, and any referral arrangement, is agreed and disclosed in writing.
Where we help your clients
CFO Services Accounting, consolidated reporting, treasury, bill pay and controls.
Investment Advisory An outsourced Chief Investment Officer for the whole balance sheet.
Family Governance and Education Charters, councils and financial education.
Distressed and Turnaround Strategies Restructuring, liquidity and recovery plans for family businesses and holdings under stress.
Trust Services Trustee and administration support through licensed partners.
Request a confidential introduction with our founder.
Tell us about your family's priorities. Every conversation is private and carries no obligation.