Who we serve
Independent strategic guidance
Every type of client we work with faces their own version of complexity.
We bring clarity, to these environments, helping clients align around shared purpose, make informed decisions, and create actionable solutions that stand the test of time.
Serving families and their interests
Families
We help multi-generational families align around critical decisions and build a shared vision for the future. This can involve succession planning, addressing governance challenges, and managing differing perspectives.
Operating businesses
Working alongside owners, we provide fact-based insights that help them make confident, informed decisions that impact a business or portfolio – and drive sustainable value creation.
Family offices & investment offices
We support Family and Investment Offices in developing investment strategies and operating models that meet financial and non-financial goals. We help to ensure governance structures, talent, and investment strategies are fully aligned with the family's long-term aspirations, for existing and newly-established Offices.
Trusts & trustees
We advise Trustees and Trust Company Directors to fulfil their obligation as stewards of beneficiary wealth. We support across a range of critical areas including governance, beneficiary alignment and development, and communication amongst all parties involved.
Family advisors & partners
We work closely with specialist service providers to support our clients. We assist them in the selection process while helping providers understand client needs and position their recommendations.
Perspectives
View all our perspectives
CLIENT STORY
Creating purpose & direction for a new Investment Office
Facing the challenge of stewarding wealth across generations, a third-generation family had decided to set up their own investment office in an international financial centre. The aspiration was to emulate a world class endowment.
As the new board came together, it became clear that a compelling purpose and a clear strategy was essential; a strategy that would energise the family stakeholders on the new entity while being grounded in the reality of the local market situation. To turn this vision into a concrete plan, a structured and insightful advisory process was required.