We cater for the investment needs of a select number of families and individuals.
Often, but not exclusively, our family clients tend to be led by an individual whose entrepreneurial activities have resulted in a significant capital and asset base. This person typically has a broad understanding of the entirety of their asset base, how it is structured and where it is invested.
It is not always the case that this knowledge or interest is shared by wider family members. In this instance, clients take comfort that they have a highly experienced central point of contact who not only has an in-depth understanding of the family’s overall wealth, but can also work to develop the next generation’s financial and investment literacy, in preparation for receiving or inheriting significant wealth.