From our experience in advising busy wealthy families, we understand how common it is to lack a coherent investment and financial plan. Indeed in many cases as wealth increases, it tends to become impeded by inefficient and unwieldy structures. Some very wealthy clients look to remedy this issue by setting up a Family Office but this comes at great expense and with a significant administrative burden.

Our Private Investment Office is designed for wealthy families who require a service more akin to a Family Office but without the onerous obligations associated with establishing and managing one. We work with professionals to run family board meetings, coordinate legal and tax advice, provide discretionary investment management and formulate a wealth strategy up to and beyond retirement. Although certainly not limited to this area, our Investment Office stems from our experience in running the Private Offices for investment professionals and we have track record in running successful advisory boards for these extremely knowledgeable and discerning clients.