Detailed planning is OUR CORE CAPABILITY


Why work with us

Every client is unique. That is why we believe in tailoring solutions to specific needs.

This way we provide access to best-in-class managers, (accredited) investor funds, individual securities, separate managed accounts, private equity, insurance solutions etc.

For family offices and professional investors we also organize custom-made portfolio manager searches, one-on-ones, pitch rounds etc. based on our proprietary due diligence and research.

Success Factors

We believe clients will benefit from running their finances as a business – not just a set of portfolios.

This creates a mindset that will help you:

  • Set clear goals, timelines and priorities
  • Hire the right people, institutions & business partners
  • Delegate – yet stay in control

Our added value

We draw on more than 40 years of advisory experience. In all this we worked with institutional investors, business owners as well as wealthy families.

By working together with us, you can:

  • Access our expertise, network & opportunities
  • Get tailored advice and fi nd best-in-class portfolio managers
  • Optimize in line with your legal, tax and risk setting

Who We Work With

Individuals & Families

Build, protect and transfer your wealth knowing you are in the hands of experienced financial advisors. From wealth management, transfer and estate planning, turn to us for your comprehensive financial planning.

Businesses & Corporations

Specializing in the intricacies of business ownership at every stage, we collaborate with you to ensure your business flourishes while protecting it’s assets and people.

Professionals

Explore a strategic method for managing your wealth, featuring robust Financial Planning and management with personalized, cost-effective solutions tailored specifically to your needs.

The discipline of having to put your thoughts in order with somebody else is a very useful thing.
Charlie Munger