Collaboration and integration is key to our financial planning approach

Financial Planning

An organized financial planning process is a powerful way to ensure that your wealth management goals are set and achieved.

Family dynamics, business succession and tax consequences can make for an in-depth planning process; our experience maintains that the most effective wealth management plan starts long before we look at numbers – it starts with a discussion about you.

We are dedicated to partnering with your existing external advisors in order to coordinate a holistic and integrated wealth management solution that provides clarity and takes a 360◦ view of your family’s wealth needs.


Estate and Trust Services

Designed to safeguard your prosperity for the future and ensure a smooth and orderly transition to your chosen heirs. We assist with setting up trusts and offer experience in acting as a corporate trustee of trusts that are set up during your lifetime or under your Will.


Tax Planning

Qualified and experienced in-house tax expertise, combined with our best-in-class external network, is leveraged to create optimal tax strategies.


Philanthropic Services

Creating a philanthropic plan is about doing good but we also take a strategic approach to ensure that your wealth is safeguarded and you see measurable results.