We help business owners and other high net worth families care for and manage their wealth. These families can truly enjoy the fruits of their labours when they have a strategic road map in hand and thoughtful structures put in place.
Our mission is to provide wealth planning support, strategy and solutions for business owners. This work is uniquely placed at the convergence of tax, estate planning, governance and innovative financial and structural solutions. We aim to assist you – enhancing, protecting and transferring wealth efficiently.
We deliver a multi-disciplinary wealth planning approach drawing on extensive experience in accounting, tax and estate planning, financial planning services, family communication and facilitation, and general experience working with businesses and business owning families. This approach addresses the many complex, intricate and integrated elements of a family’s total wealth.
