As a boutique firm we are able to provide clients with a very unique and highly personalised range of services relevant to high net worth individuals and family groups. Our strong heritage, values and long term close relationship with clients affords us highly trusted roles. Many clients have diverse financial interests and structures designed to optimise tax or family succession goals and these arrangements extend into old age.
- Mailbox / electronic mailbox service
- Sorting client mail / filing / investment administration
- Bill paying / transaction processing /bookkeeping
- Monthly / quarterly tracking of net worth
- Attending meetings with brokers, lawyers, financial planners
- Trustee / Executor / Power of Attorney
- Estate & succession planning
- Family group tax planning, structuring
- Facilitation in family financial issues between family members
- Governance of family entities