We believe that every Family has its unique objectives. We therefore follow a strictly customised approach. Our approach begins with an overall view of the Family’s Wealth. Wealth consists of various sub-classes and not only investments. It includes all assets and liabilities, comprising family businesses, homes, investment in real estate, philanthropic funds, human capital.
Our role, as a Single Family Office, is to develop an integrated customised plan for the wealth of the Family, a holistic approach, whereby we identify areas requiring specific expertise and attention. We work with various business associates such as accountants, lawyers, portfolio
managers and advisors with whom a trusted relationship has existed for years.