We are an international wealth management and tax planning firm
Our initial focus was providing carefully considered and expertly structured solutions to private clients. As a result of our proven track record with individuals and entrepreneurs, particularly where it comes to dealing with private equity, hedge and real estate funds, our services have expanded over the past 20 or so years to also include specialist fund, fiduciary and corporate services. We now oversee more than $500 million globally in client assets – and that number’s growing year-on-year.