What We Do
Advice across wealth, family and business.
Our work spans private wealth, investments, family structures, business advisory and tax — helping clients bring greater structure to financial decisions that often sit across multiple institutions, entities and advisers.
Private Wealth Consulting
Helping clients bring their investments, business interests, entities and longer-term financial priorities into one clearer picture.
- —Full-picture review of financial holdings and structures
- —Estate and succession planning
- —Inter-generational wealth planning
- —Coordination across institutions and professional advisers
Portfolio Review & Asset Allocation
A structured review of how assets are positioned across classes, institutions, liquidity needs and risk.
- —Review of existing holdings across institutions
- —Assessment of concentration, diversification and liquidity
- —Review of overall asset allocation
- —Periodic reassessment as circumstances change
Alternative Investment Evaluation Support
Helping clients better understand the structure, economics, liquidity and risks of PMS, AIF and other alternative investment opportunities presented by third-party providers.
- —Review of strategy, structure, fees and liquidity
- —Assessment of key risks and investment characteristics
- —Comparison with existing portfolio exposures
- —Clearer understanding before engaging with the relevant provider
Consolidated Wealth Reporting & Portfolio Monitoring
Bringing holdings across institutions, managers and asset classes into one consolidated view, with regular monitoring over time.
- —Consolidated reporting across holdings and institutions
- —Clear view of asset allocation and portfolio movement
- —Periodic reviews on an agreed cadence
- —One reference point for the overall financial position
Management Consultancy
Supporting promoters and businesses on strategic financial matters, transactions and capital-market events, with coordination across the relevant professional advisers.
- —M&A advisory and transaction support
- —IPO, OFS and FPO planning and coordination
- —Business and financial restructuring
- —Strategic and management consultancy
Tax & Cross-Border Advisory
Taxation and cross-border matters are handled through our specialist practice, XBorder Tax. The two teams work closely where business, financial and tax considerations intersect.
Visit XBorder TaxNot sure which of these applies to you?
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