Services

Families

We manage the private offices of a number of international families, from looking after their financial affairs to providing concierge-style services.

By thinking, rather than just ‘processing’, and by working in partnership with client families’ own private offices, we have become less of a service provider and more of a trusted adviser. 

Our clients value our pro-active approach and high level involvement. Our experience means that we can provide a first class level of technical administration and we don’t shy away from challenging the way things are done. Indeed, in many cases we are able to introduce cost, administration and time efficiencies that are of direct benefit to our clients.

Our people