Our clients are sophisticated and have complex financial needs. They might be entrepreneurs, executives, sports personalities or legacy wealth owners. They demand prompt and personal responsiveness to real time events and an ability to help them govern their complex personal financial affairs with or without structures in a holistic fashion through co‑ordination and up‑to‑date reporting.

Emigration, inheritance, retirement, relocation, divorce, business re‑structuring – such life-changing events can expose new legal and tax issues which may need to be navigated and consideration given to the need for discretion and protection of assets. Our clients who invest internationally can create exposure to multiple jurisdictions. Such actions may require our dedicated experience, in ownership management, or a mechanism to leave a legacy through long term philanthropy.

They may own or create Intellectual Property as part of their wealth - such as trademarks, image rights and patent - which need to be registered, protected and exploited through licensing.

​Families with multi‑generational business interests or extended families often require sophisticated structures to deal with succession to ensure long term financial governance.