Who we serve


Multiple generations of family members, often in multiple locations

We work globally with clients that typically have one or more of the following characteristics:


Significant entrepreneurial or inherited wealth


Owners of a range of assets (businesses, real estate, art and more)


Existing relationships with legal, tax or wealth advisors

These characteristics typically drive the following needs:

  • Succession planning and associated structuring

  • Family governance

  • Asset protection and preservation

  • Regulatory compliance

  • Tax optimisation

Learn more about what we do in service of our clients.