Wealth planning
Multi-generational planning across portfolios, trusts, and operating businesses — designed to outlast market cycles.
We help founders, family offices and growing companies make confident decisions about wealth, financing and risk — without the noise of a large institution.
Six core practices, each led by a senior partner. We engage as a retained advisor or on a single mandate — whichever fits the work.
Multi-generational planning across portfolios, trusts, and operating businesses — designed to outlast market cycles.
Debt structuring, refinancing and capital raises for mid-market companies — typically $5M to $250M in transaction size.
Independent reviews of risk exposure, key-person cover, and continuity planning — calibrated to the realities of your balance sheet.
Cross-border tax structuring, residency planning and ongoing optimization — coordinated with your legal counsel.
Portfolio glide-path design, pension consolidation and drawdown modelling — built around the life you actually want.
Inheritance frameworks, charitable structures and succession planning — done patiently, with the next generation at the table.
We don't sell products. We listen, model, and only then put a plan on the table — one you can actually read in a single sitting.
Every engagement is led by a named partner. No hand-offs, no rotating juniors, no surprise invoices.
A quiet, no-fee first conversation to understand what you're trying to protect or build.
We build the full picture — assets, exposures, family, taxes — before suggesting anything.
A clear written plan with scenarios, fee structure, and the decisions only you can make.
Quarterly reviews, annual deep audits, and a partner who picks up the phone.
No commissions, no product kickbacks. Our advice is paid for by you, period.
Every engagement is run by a partner — the same person you met on day one.
We're employee-owned. No bank, no insurer, no quarterly sales targets in the background.
Your information stays in a small, vetted team. We work under written confidentiality on every file.
Tell us a little about your situation. A partner — not an assistant — will reply within one business day. There's no obligation and no charge for an initial call.
A partner will reply to your address within one business day.