With a track record of advising international affluent families with cross-border estates, a big picture thinking strategy to address clients' needs, and a commitment to personalized service, we aim at bringing wisdom, experience and empathy to assist families in prospering across successive generations. 

Our Approach

Wealth structures are designed to align with the overarching objective of enhancing family well-being. We adopt a comprehensive perspective, meticulously assessing each transaction to ensure its seamless integration within the broader context, all while promoting sustainability. 

We recognize and appreciate the unique circumstances that your family encounters. To address these challenges effectively, we forge collaborative partnerships with globally renowned advisors, each possessing specialized expertise and extensive experience within their respective domains. This collective endeavour enables us to conduct a comprehensive assessment of the family's specific challenges, thereby facilitating the delivery of tailored guidance. Our ultimate objective is to empower the family with the essential information and support necessary to make well-informed decisions in a wide array of situations.

Furthermore, we regard family members as integral and invaluable components of family wealth, fully acknowledging their pivotal role in the family's overall prosperity.  Our primary focus lies in nurturing the personal growth of each family member while fostering a cohesive sense of unity within the family unit.  We support rising generations to reach their full potential. This concerted effort is designed to ensure that family wealth serves as a catalyst for their well-being and holistic development. 

Our Beliefs

• True wealth extends beyond the dollar sign

• Family is a dynamic emotional system

• Positivity transforms the world

• Hope springs eternal

• Every maze has its way out

• Success has diverse definitions

• Harmony thrives on clear communication

Our Services

We provide services tailored to the unique needs of your family. We believe in a holistic approach to help you see your family through a different lens and are committed to walk the journey with you towards your defined long-term success. Our services include:

• Succession and estate planning

• Wealth structure health check

• Family Office

• Family governance

• Family education

• Family retreat

• Tailored coaching

• Training for private trust company

• Training on international private client knowledge

We partner with you to develop bespoke service for your family to empower your family to flourish.