Services

Integrated advisory, investment management, and strategic counsel for families

Family Governance & Succession Planning

We support families in building resilient and enduring platforms that thrive across generations and geographies. Our advisory services integrate governance, succession, and cross-border considerations to preserve both wealth and legacy.

Family Governance Frameworks

Establishment of structures and decision- making processes that align family and ownership interests.

Family Constitutions

Drafting of charters that codify values, roles, responsibilities, and dispute- resolution mechanisms for multigenerational cohesion.

Succession Planning

Design of tailored strategies for leadership and ownership transitions, ensuring continuity of vision and stability.

Cross-Border Structuring

In collaboration with leading legal and tax advisors, we optimize holding structures to manage jurisdictional complexities,regulatory risks, and tax efficiency.

Education & NextGen Preparation

Development of personalized education pathways, including curated courses, mentorships, and training programs, to prepare future leaders for both family enterprise roles and stewardship responsibilities.

Comprehensive Investment Management

Our investment management process is disciplined, transparent, and aligned with each family's objectives, risk tolerance, and liquidity needs. We act as stewards, ensuring both preservation and long-term compounding of wealth.

Risk Profiling & IPS Construction

Definition of each client's risk capacity, return expectations, and constraints, and formalization of these in a robust Investment Policy Statement (IPS).

Strategic Asset Allocation

Design of globally diversified, multi-asset class portfolios with a long-term focus, informed by macroeconomic and capital market insights.

Bank/Custodian Selection

Advice on the most suitable custodial relationships across jurisdictions, ensuring security, service, and efficiency.

Implementation & Rebalancing

Execution of portfolio strategy strategy across traditional and alternative asset classes, maintaining discipline through tactical rebalancing.

Ongoing Supervision & Reporting

Delivery of transparent oversight, performance attribution, and consolidated reporting across institutions and structures.

Alternative
Investments Program

We curate and manage sophisticated alternative investment programs for clients seeking enhanced diversification, alpha generation, and inflation protection.

Manager & Fund Due Diligence

Rigorous sourcing, screening, and selection of top-tier managers globally.

Program Design

Strategic allocation across Private Equity, Private Credit, Real Estate, Infrastructure, Hedge Funds, Venture Capital, and emerging asset classes.

Vintage Pacing & Commitment Planning

Construction of programs that balance capital deployment, liquidity, and diversification over time.

Co-Investments

Access to direct opportunities alongside leading managers where appropriate.

Onboarding, Monitoring & Reporting

Streamlined subscription processes, continuous oversight, and clear, consolidated reporting on program performance.

Private Investments Advisory

We provide tailored guidance for families managing private holdings and direct investments, balancing return potential with governance and liquidity considerations.

Portfolio Composition

Review and optimization of the mix of operating companies, real estate, and other private assets.

Investment Analysis & Negotiation Support

Evaluation of new opportunities, financial and strategic due diligence, and support in negotiations to protect family interests.

Divestment Planning

Design of structured exit strategies, including sale processes, timing, and buyer targeting.

Shareholder Agreements & Governance

Structuring of agreements to safeguard alignment and minimize conflict among family stakeholders.

Real Estate Strategy & Transactions

End-to-end support on acquisition, disposition, and long-term strategy for family-owned properties and investment portfolios.

Single Family Office Solutions

We partner with families to design, establish, and enhance their Single Family Offices (SFOs), delivering institutional-grade capabilities with flexibility and discretion.

OCIO Mandates

Operation as outsourced CIO, integrating investment oversight, manager selection, and strategic guidance.

Alternatives Program Management

Implementation and monitoring of bespoke alternative allocations tailored to each family's needs.

Portfolio Review & Special Projects

Periodic assessments of investment portfolios and leading targeted initiatives, such as stress tests or impact investing mandates.

Manager Consolidation & Fee Reviews

Streamlining of provider relationships and negotiations of cost efficiencies.

Reporting Architecture

Design of customized reporting frameworks that consolidate data across banks, custodians, andinvestments.

Family
Office Services

Our Family Office Services complement the
Investment function, ensuring seamless
management of the broader complexities facing families.

Consolidated Reporting

Holistic, multi-asset, and multi-jurisdictional reporting that integrates liquid and illiquid holdings.

Legal Structure Support

Assistance in supervising and maintaining wealth planning structures up to date with ever-changing regulatory requirements.

Treasury & Cash Flow Management