Given the substantial wealth and complex financial needs that you and your family face, you need a long-term trusted relationship with an advisor that offers bespoke financial advice. We specialise in the provision of this kind of service to the following clients:
As a C-suite executive you have a myriad of responsibilities and need to prioritise your available time to focus on what’s important. Your business thrives when you can focus on its strategic direction and vision, while trusting the execution to your team.
The needs and challenges that you face:
– You’re time poor with complex financial needs
– You need to create wealth while protecting your family’s assets
– You need specialised, bespoke service tailored to your situation.
Your practice has grown to a point where you spend your time establishing vision, managing your team, advising clients, and in a courtroom. You’ve invested years growing the practice and need to start focussing on your financial needs and a well-executed exiting strategy.
The needs and challenges that you face:
– You’re time poor with complex financial needs
– Potential underfunded financial independence progress
– You need to define a plan to transition the practice to other partners
– You need to protect your family’s assets
– You need specialised, bespoke service tailored to your situation.
You’ve worked hard over many years to reach the pinnacle of your sport, and now have a short window to take advantage of a period of peak earning and exposure to build the financial security for your future. You have a public profile and need to leverage this to establish lasting wealth for your family.
The needs and challenges that you face:
– You’re presented with ‘advice’ from many sources, but need a partner you can trust
– You have a comparatively short career span and need to leverage your time and profile to build lasting wealth
– You want to protect your brand, wealth and income.
Critical to running a charitable organisation, is effective fundraising, and managing these resources to ensure both your mission is being fulfilled and your organisation is growing. You’re looking for partners who can help you structure your organisation to maximise the funding available to your cause.
The needs and challenges that you face:
– You’re constantly balancing the needs of your cause, with the needs of your organisation
– You need specialist advice from people who know the not-for-profit industry
– You need to effectively structure your business and earnings to maximise the available funding for your cause.
You manage your family business and the family wealth across generations. You have a large family, with a vision for your legacy and want to ensure that the next generation is prepared to take on the reigns of that vision when you transition management to them.
The needs and challenges that you face:
– You feel like you are the only member of your family that understands the full financial situation but may not know all the answers
– You want to ensure that your whole family is educated in the vision and management of your financial legacy
– You’re looking for ways to grow your wealth and ensure the adequate measures are in place to protect the assets.
You’re an employer, not an employee. You’re building a start-up and are putting all your energy into its growth. You’re the lead marketer, accountant, lawyer and salesperson for your business, and are looking for a trusted adviser to lighten the load.
The needs and challenges that you face:
– You need to find and manage angel investors, and secure and structure venture capital
– You need peace of mind to know your personal financial life is in order, allowing you to focus on your business
– You need support in negotiating with banks, purchasing assets and structuring your business effectively.
We specialise in the provision of a long-term trusted relationship with an advisor that offers bespoke financial advice.