Get to know us
As an independent, privately held investment firm, Wealth Managers & Asset Managers, we are investors who take on our clients’ goals as our own. Each portfolio is constructed from the ground up, founded on solid investment principles, informed by deep experience in the management of private wealth, and designed to outperform.
Offering an objective, client-first approach, we serve a community of families around the world, providing:
- Unbiased advice from a firm that has no proprietary products or business agendas that might compete with our clients’ interests
- Deep client partnerships that enable truly customized service and one-of-a-kind portfolios
- Access to global investment ideas through a well-established global platform of manager relationships
- Nearly four decades’ experience helping families of substantial wealth realize their long-term investment goals and fulfill their legacies
We build long-term relationships with our clients, helping them at various stages of their investment lifecycles, whether to create a plan ahead of a liquidity event, prepare for generational wealth transfers, establish governance processes, or educate family members on how to preserve and grow their wealth. We assist many families in managing private foundations to support their philanthropic endeavors and can leverage our expertise in impact investing to reflect a client’s values and priorities within their portfolio strategy.
Whether you are a first-generation wealth creator, a family trustee, a business owner, or a fifth-generation family member continuing your family’s legacy, we can help you navigate the complexities of long-term investing to preserve and build assets over time and across generations.
Strategic Asset Management
Strategic Asset management is our unique systematic process of developing, operating, maintaining, upgrading, and disposing of Your tangible and intangible assets by our specialised investment managers in a secure, confidential goal driven and cost-effective manner that secures your assets against all possible hazards for generations to come and ensures remarkable growth.
Learn more about us
You are Our Motivation
If you want to succeed you should strike out on new paths, rather than travel the worn paths of accepted success.
John D. Rockefeller
- Striving to find innovative Solutions for our clients, thus bringing Vision into Being.
- Commitment to our Customers: You and your family as well as your companies are always at the center of our attention.
Why you can count on us?
Because our company is more than just a business. Each person in our team is unique - and we all share the same values:
Our work is our passion and a positive drive for every new day. It makes us understand and master any challenge as a chance to achieve new goals.
- We are experienced, confidential and focused on good results and always appreciate working with our great clients.
- Even in problematic times we will always be reliably on your side securing your future and the one of your family.
Your Vision Our Goal
- There is one simple truth: if you believe in what you do, and act accordingly, you can achieve great things.
- That's why we want to help you achieve your goal and help you to bring your vision into being.