ABOUT US
INDEPENDENCE IN
THOUGHT & DEED
We help families and entrepreneurs with a net worth between £5m - £100m lay down the roots of prosperity, through our intergenerational and aspirational approach.
We work with families in the UK, Europe, USA, MENA and Asia.
We assist in all aspects of wealth, including tax & structuring, accounting, legal, investment management, real estate and alternative assets (art, cars and other collectibles).
We achieve this by collaborating with a wide network of exceptional strategic partners.
Services
WEALTH MANAGEMENT
We help families and entrepreneurs from across the world with a net worth between £5m - £100m.
We offer a multi-generational approach to wealth management and administration by creating a bespoke Family Office, tailored to our clients’ specific needs and requirements.
INHERITORS
We work with families and individuals who are inheriting or passing on significant wealth, and looking for advisers to help them navigate that transition in a discrete and thoughtful manner.
ENTREPRENEURS
We guide and mentor entrepreneurs of all ages and backgrounds—with a particular focus on young female founders—and help them structure their business, raise funds and plan for a successful exit.
Our clients
Our clients have often been left frustrated by traditional banks, and wealth managers whose time-consuming on-boarding procedures often overlook the subtleties of complex issues.
If you need help navigating the frustrating financial world, we're here.
OUR VALUES
INDEPENDENCE
You're hiring us. That means no conflicts of interest. We don't have a product to sell or a particular fund to suggest.
We do this work because we believe that each and every family deserves a tailor-made approach to how they manage their wealth.
DISCRETION
If you're frustrated by excessive bureaucracy and overly complicated procedures, we understand and we're here to help.
We have particular expertise helping clients with complex needs or those from geographic jurisdictions that require higher levels of oversight.
TRUST
Relying on us to preserve and grow your capital is a big step. We know that. That's why our most successful working relationships occur when there is trust on both sides.
We operate as the manager of managers, helping you understand exactly what you need to know, while taking care of everything else.
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Our doors are open