A force for change
Who are our clients?
Our clients are typically individuals, and especially families, who are at a point of change in their lives. This could include the sale of a business, moving towards retirement, the loss of a loved one, or even a relocation.
For most clients, these big life changes only happen once, and it’s useful to work with people who have experience in working with others who have been down the same road.
Each situation is unique, and we recognise that. But the same issues and themes do run through people’s lives and events, and we can often provide valuable guidance. That’s what we’re here for.
What are they like?
We find our clients are bright, capable, and engaged with us. Together we will work on complex subjects such as intergenerational planning, cross-border challenges, and planning for retirement. Very often we find ourselves working alongside accountants and lawyers to ensure that every case is handled accurately across the board.
Our clients often enjoy tangible benefits of working with us, such as reduced portfolio fees, efficient investment portfolio performance and tax savings. This is all good stuff, but the benefit most mentioned by our clients is peace of mind. As ever, our focus is always on the client, not on the money.
Our clients’ stories
Intergenerational
Carrying wealth through generations.
Financial Independence
Helping you fund your retirement.
World Citizens
Organising finances across borders.
New Money
Protecting the wealth you’ve grown.