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Family Achievement

The Power of Legacy

Money, and its nature, is more predictable than human nature.

Many of our clients find the word retirement an unacceptable full stop. With all their energy and skills, they want to continue to contribute, leaving a lasting legacy to future generations.

Individuals tend to pursue a second career of personal or philanthropic endeavours. Business owners of multigenerational companies often find themselves faced with the careful transfer of wealth and responsibility. The challenge is connecting the dots between active and passive investments.

Invariably, the interplay of generations is complex along the family wealth journey. A family is not a corporation. Rather, a set of related individuals with diverse viewpoints. We understand that managing these dynamics takes a unique combination of empathy and experience.

Building a successful family future, devoid of confusing burdens, takes a collective understanding of one’s vision and direction. It’s a fast world, and many things may change. Our specialists’ strategic capability for over 50 years is a reflection of our clients’ achievements. It’s an enduring journey alongside them to protect and grow their wealth.

Services

  • Portfolio Strategies, Design and Construction
  • Single-asset Class Strategies
  • Multi-asset Class Strategies
  • Administration and Reporting
  • Global Custody
  • Treasury Management
  • Investment Risk Management
  • Wealth and Retirement Goal Planning
  • Superannuation
  • Estate Planning and Multigenerational Wealth Transfer
  • Managed Accounts
  • Tax Management
  • Asset and Wealth Protection
  • Portfolio Strategies and Design
  • Project Planning, Financing and Management
  • Taxation Structuring
  • Asset and Wealth Protection
  • Funding Solutions
  • Business and Commercial Risk Management
  • Family Office and Corporate Governance Advisory
  • Philanthropic and Not-for-profit Strategies