We focus on your family business

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The cornerstone of your wealth is your family business. This is the starting point of all our conversations with clients. Our objective is to secure your family’s future by finding your capital, growing your money, and protecting your wealth.

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Why we do this?
  • Succession planning
  • Financial and aspirational needs of multi-generational families
  • Preservation of family wealth
  • Business continuity
Succession Planning

Having successful businesses require one to safeguard the future. Effective succession planning removes uncertainty in business and family continuity. This is also a function of risk management.

Financial and aspirational needs of multi-generational families

Multiple generational families often have complex needs, often driven by the need to groom the next generation. In addition to the technical aspects of meeting multi-generational needs, we provide internships, training and attachments for clients and their family members as a first step in meeting such needs. This is a highly bespoke service that pays dividends for the future.

Preservation of family wealth

Wealth that takes decades to build may be exposed to sudden risk. We do not take our clients’ stability for granted and have solutions to ensure the continuity of wealth beyond generations.

Preservation of family wealth

Business continuity

Similarly, business empires that have been painstakingly built need to plan against headwinds in the future. Besides fund raising, we can help in institutionalising your family business.

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