Smart strategies to put wealth to work

If you’ve worked hard over the years to accumulate your wealth, it’s important to make the most of it – for yourself, your family and future generations.

For clients with significant assets, we offer a range of best-in-class services to help them achieve their desired outcomes, both for today and for the years ahead.

To make everything smoother, this includes working as a team with other professionals such as solicitors, accountants, mortgage and investment brokers, and buyer’s agents. In this way, we’re more like your personal CFO – coordinating your various projects and taking care of your needs across a range of areas. This frees you up from paperwork and hassle, while giving you the peace of mind of knowing your finances are in expert hands.

With three kids in their early 20s, Duncan (58) is in senior management at a large multinational. He had worked hard over the years to build his wealth in a way that enabled his family to live life to the full. With a view to securing his family’s future while also contributing to the community, Duncan wanted to be in the best position to maximise his assets in a holistic way.