A holistic lens to strengthen families,
align purpose, and forge legacies
As wealth grows, so do the challenges around purpose, governance, continuity, and control. We partner with family offices to bring clarity to these complexities. Our role goes beyond managing capital. We help families build cohesion, create long-term frameworks for stewardship, and make decisions that preserve both wealth and harmony across generations.
Comprehensive strategies designed for stewardship, stability, and long-term value
Integrated Investment Solutions
Integrated Investment Solutions
We coordinate all investment activity across asset classes, entities, and managers to deliver a unified, disciplined, and insight-led portfolio experience.
Estate & Succession Planning
Estate & Succession Planning
Structured frameworks that protect family harmony, enable smooth transitions, and secure long-term intent.
Wills & Trusts
Clear, legally grounded structures that define asset transfers, protect beneficiaries, and build enduring legacy pathways.
Family Constitution and Charter Framework
Custom governance systems that strengthen communication, reduce conflict, and align values across generations.
Tax Restructuring
Tax Restructuring
Deep reviews of existing structures followed by optimised entity, ownership, and distribution frameworks that improve long-term tax outcomes and align with family goals.
Entity & Ownership Design
Strategic structuring of holding companies, trusts, and investment vehicles to maximise tax efficiency while maintaining flexibility and control.
Cross-Border Planning
Coordinated strategies for families with international footprints, addressing residency, jurisdiction selection, and treaty optimisation.
Distribution & Exit Planning
Tax-efficient frameworks for dividends, capital returns, and liquidity events that balance immediate needs with long-term wealth preservation.
Philanthropy Advisory
Philanthropy Advisory
We help families define their philanthropic vision and cause,identify plausible charitable vehicles, and design execution that reflect shared intent and long-term commitment.
Vision and Strategy
Facilitated conversations to identify focus areas and develop a giving philosophy that resonates across generations.
Charitable Vehicles
Identify the vehicles for implementing the vision tailored to the family's scale, involvement preferences, and legacy objectives.
Impact and Engagement
Evaluating frameworks that ensure philanthropic capital creates meaningful and measurable change.
Lifestyle Management
Lifestyle Management
From art advisory and education planning to health, travel, and property management, we curate solutions delivered with discretion, diligence, and care.
Art and Collectibles
Collection management, valuation, and estate planning for fine art, rare assets, and passion investments.
Education and Development
Support for school and university placements, internships, and developmental experiences for the next generation.
Property and Household
Oversight of residential portfolios, renovations, staffing, and day-to-day household operations across multiple locations.
Health, Travel & Concierge
Coordination of medical consultations, bespoke travel, event planning, and personal services that simplify complex lives.
Seamless Advice Across
Business & Personal Wealth
Seamless Advice Across
Business & Personal Wealth
We uniquely combine our Multi Family Office platform with the Group’s investment banking expertise. For you, it means fewer silos, better alignment, and the confidence that business moves and family wealth goals are working hand in hand.
Capital Raising
Solutions across debt and equity, both for businesses and promoter entities.
Strategic Transactions
Insights and execution support on M&A, joint ventures, and partnerships.
Liquidity Events
Advisory on stake sales, secondaries, and IPO readiness.
Crossover Access
Select participation in Spark Capital Investment Banking deal flow (pre-IPO placements, private opportunities), where suitable.
Integrated Investment Solutions
Estate & Succession Planning
Wills & Trusts
Clear, legally grounded structures that define asset transfers, protect beneficiaries, and build enduring legacy pathways.
Family Constitution and Charter Framework
Custom governance systems that strengthen communication, reduce conflict, and align values across generations.
Tax Restructuring
Entity & Ownership Design
Strategic structuring of holding companies, trusts, and investment vehicles to maximise tax efficiency while maintaining flexibility and control.
Cross-Border Planning
Coordinated strategies for families with international footprints, addressing residency, jurisdiction selection, and treaty optimisation.
Distribution & Exit Planning
Tax-efficient frameworks for dividends, capital returns, and liquidity events that balance immediate needs with long-term wealth preservation.
Philanthropy Advisory
Vision and Strategy
Facilitated conversations to identify focus areas and develop a giving philosophy that resonates across generations.
Charitable Vehicles
Identify the vehicles for implementing the vision tailored to the family's scale, involvement preferences, and legacy objectives.
Impact and Engagement
Evaluating frameworks that ensure philanthropic capital creates meaningful and measurable change.
Lifestyle Management
Art and Collectibles
Collection management, valuation, and estate planning for fine art, rare assets, and passion investments.
Education and Development
Support for school and university placements, internships, and developmental experiences for the next generation.
Property and Household
Oversight of residential portfolios, renovations, staffing, and day-to-day household operations across multiple locations.
Health, Travel & Concierge
Coordination of medical consultations, bespoke travel, event planning, and personal services that simplify complex lives.
Seamless Advice Across
Business & Personal Wealth
Capital Raising
Solutions across debt and equity, both for businesses and promoter entities.
Strategic Transactions
Insights and execution support on M&A, joint ventures, and partnerships.
Liquidity Events
Advisory on stake sales, secondaries, and IPO readiness.
Crossover Access
Select participation in Spark Capital Investment Banking deal flow (pre-IPO placements, private opportunities), where suitable.
