Family Office Services

Stepping up: Exploring the different roles that next gens can play

Stepping up: Exploring the different roles that next gens can play There will come a time in the life of every next gen of a wealthy family where they will start to question, ‘Where do I fit in?’ to the running of the family business or managing their assets. As many view their only way […]...

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A New Paradigm for Wealth Holders: Wealth 3.0

The investment landscape and how families have approached wealth has evolved significantly over the last decades, led by shifts in wealth distribution, longevity and the need for multi-generational planning.

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Epic Foundation: Helping transform lives & protect the planet

We are proud to work with Epic as our local payroll giving partner and this year we sponsored both the London and Paris 2022 edition of Epic Nights Gala. The galas brought togheter an inspiring array of artists, influencers, tech and social entrepreneurs and leaders from around the world – all connected by a single mission of creating a better world.

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Investment and advisory excellence since 2004