Services
How we help.
We work in four areas. Most engagements start in one and touch the others, because in family wealth ownership, tax, investment and succession are never really separate.
Family Office Design
Ownership, control, governance and succession, designed as one architecture.
Who it's for
Founders and families setting up a family office, or restructuring one that has grown without a plan.
Ownership and control
A holding structure, control rights, cash-flow routes, risk segregation and asset protection.
Investment governance
An Investment Committee charter and an investment policy statement.
Succession and family governance
The minimum rules needed for continuity and next-generation pathways.
See everything we do
- Structural and efficiency audit of existing entities, accounts and holding arrangements.
- A lean operating model supported by first-rate external specialists.
- A banking and custody plan, including institutional onboarding.
- A regulatory and execution roadmap with a concrete first-year action plan.
What you receive
A concise, actionable Family Office blueprint in eight weeks, on a fixed fee.
Cross-Border Wealth Structuring
A clear, compliant home for your capital when your life spans several countries.
Who it's for
Families and individuals with more than one passport or residence, and those relocating.
Your footprint, mapped
Residency, taxing rights and treaties, worked through with qualified tax counsel.
The right structure
Accounts, holding companies, foundations or wrappers, chosen to fit your plans.
Accounts that open, and stay open
Hands-on coordination of account opening, KYC and compliance documentation.
See everything we do
- A comparison of structuring pathways across candidate jurisdictions.
- Coordination of source-of-wealth files with banks and custodians.
- Phased plans for current needs and future relocation.
- Coordination with your advisers through to implementation.
What you receive
A written structuring report plus implementation support, on a fixed fee.
Investment Governance
Institutional governance, reporting and banking discipline, without adding headcount.
Who it's for
Family offices where one or two people carry an institutional-size workload.
An Investment Committee that works
A charter, membership, agenda, decision rights and meeting rhythm.
Reporting that answers the real question
One page, built around return potential and risk.
Well-managed banking relationships
A review of banks, custodians and brokers for service, cost and concentration.
See everything we do
- A governance-level investment policy statement.
- Fee and cost benchmarking across banking and custody relationships.
- A seminar on understanding risk and a simple monitoring framework.
- Operating procedures, controls and service-provider oversight.
What you receive
An intensive, typically six-month programme, then ongoing support as you need it.
Complex Projects
One accountable coordinator for projects that cross borders and involve many parties.
Who it's for
Families and their companies facing a re-domiciliation, an acquisition or a dispute.
Re-domiciliations
Structure, sequencing and coordination of registered agents on both sides.
Transactions
Acquisitions, regulatory approvals and the set-up of investment operations.
Disputes and asset recovery
Selecting and directing legal teams across jurisdictions.
See everything we do
- A single coordination pack: owners, deadlines, document registry and a weekly call.
- KYC, source-of-wealth and document-legalisation planning.
- Selection and management of administrators, auditors and counsel.
- Arbitration management and day-to-day coordination with lead counsel.
What you receive
A project that moves, with one point of accountability until it is done.
How an engagement runs.
Diagnose
Design
Stress-test
Blueprint
Implement & coordinate
Clear boundaries.
We are advisers and coordinators. We do not give legal or tax opinions, act as registered agent, recommend specific investments, manage portfolios, hold client assets or sell financial products. Where those services are needed, we bring in and direct the right specialists.
A private conversation
Start with a private conversation.
Tell us, in confidence, what you are trying to solve. A principal will reply within one business day.