Private client: What we offer

We offer a truly integrated service to help preserve and grow the wealth of our clients. We’ve fine-tuned our approach over many years of managing wealth. We pride ourselves in being able to seamlessly manage the complexities that come with wealth and success – across businesses, residences, family and charitable endeavours. Our aim is to become a trusted adviser and a reliable partner.

Our own experience and our long-term relationships with our clients give us a unique understanding of the diverse needs of ultra-high net worth individuals and families. Today we advise, administer or manage in excess of USD $14 billion (as at 31 December 2018).

We support the diverse needs of our clients in a number of ways:

Management of family assets

We offer a truly integrated service to preserve and grow the wealth of our clients.

  • Investment office
  • Wealth analysis and review
  • Merchant banking
  • Corporate and financial advisory
  • Lifestyle and concierge services
  • Private equity investments

Protection of family wealth

Our clients entrust us to look after everything from family governance, legal affairs and estate management to managing art and collectibles and philanthropic services.

  • Private office
  • Legal and tax advisory
  • Next generation mentoring and planning
  • Structure management
  • Reputation management
  • Philanthropy

Access to investments

Clients can also access our investment solutions. This may be through a Floreat structure or a third-party investment manager. We cater to a number of vehicles and structures.

  • Co-investment and joint ventures
  • Separate managed accounts
  • Direct investment funds