Ultra-High-Net-Worth Individuals (UHNIs)
Institution-grade thinking for complex wealth.
At significant levels of wealth, the questions change. It is less about which fund to buy and more about how assets are owned, how risk is distributed, how liquidity events are managed and how wealth will pass to the next generation. We bring the depth and coordination these questions demand.
What’s on your mind
- How do I organise wealth held across companies, family members and asset classes?
- How should I deploy proceeds from a business sale or listing?
- How much alternative and global exposure is appropriate?
- How do I keep control while preparing the next generation?
How we help
- Wealth mapping and holding-structure design
- Multi-asset portfolio strategy across PMS, AIF, SIF, global and direct holdings
- Liquidity-event and capital-gains planning
- Succession planning, private trusts and family governance
A coordinated approach
One plan, built around you.
Whatever your starting point, we follow the same five stages, with one relationship lead coordinating the specialists behind the scenes.
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01
Discover
A detailed conversation about your goals, family, business and current holdings.
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02
Diagnose
A complete review of investments, tax position, protection and structure, highlighting gaps and overlaps.
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03
Design
A written plan with clear priorities, responsibilities and timelines.
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04
Implement
Coordinated execution across investments, documentation and compliance.
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05
Review
Scheduled reviews, and prompt attention when life or regulation changes.
Most relevant services
Hypothetical illustration — not a client case
A promoter expects significant proceeds from a partial stake sale. Before the transaction, holdings are mapped, a structure is chosen for receiving the proceeds, capital-gains options are modelled, and a phased deployment plan is agreed across asset classes.
FAQs
Questions we often hear
Do you work alongside our existing advisers?
Yes. We often coordinate with a family’s existing lawyers, bankers and fund managers so that every decision fits a single plan.
Arrange a private discussion.
Start with a private, no-obligation conversation about where you are and where you want your wealth to go.