We help individuals, families and family offices navigate the increasingly complex challenges of managing significant wealth. We provide truly independent and bespoke advice, offering the strength and depth of a large institution, without the red tape. We are driven by a core belief that our professional relationships and work are based on trust, transparency, respect, and decency.  Our founding principle is independence, in thought and action. We work with clients on long-term collaborations, strategic reviews and one-off bespoke projects: ✔Vision and strategy - We help clients to define or refine their vision and purpose and ensure that all elements of the family wealth ecosystem are properly aligned with it and a focused and measurable strategy is in place to deliver it. ✔Investments - We provide strategic asset allocation and investment advice to ensure our clients’ portfolios remain dynamic and open to emerging opportunities and delivered by best-in-class managers. ✔Family offices - We design, strengthen, and deliver family offices to manage the increasing complexities of family wealth in line with best practice, evolving needs and objectives. We also act as an outsourced private office for those clients who do not have the appetite or bandwidth to manage their own. ✔Philanthropy and impact - We work with clients to achieve impact with their wealth. We do this through cutting edge, integrated impact and philanthropic strategies that contribute to both financial returns and impact, across the spectrum from impact investing to grant-making. ✔Structures and governance - We help clients to ensure robust structures are in place to protect their wealth, maintain family unity and achieve the desired purpose.