High Net Worth Individuals

Our partners have worked with many individuals who have accumulated significant assets through corporate careers, entrepreneurship, or simply disciplined savings and thrift.

These clients have a different set of needs than typical salary-earners, and we have built a practice that caters to this special group. High-net-worth clients seek our expertise in handling complex tax situations, evaluating business propositions and dealing with challenging family and inheritance issues—in addition to discretion and professionalism.

When asked by clients for investment advice, we know where our expertise ends and where another advisor is better suited. To fully serve our high-net-worth clientele, we have strategic relationships with sophisticated service providers in the wealth management, brokerage, private banking, legal, insurance and pension arenas. Specifically, our planning process incorporates—either directly or through other trusted advisors—the following areas:

Tax planning and compliance
Financial planning
Estate and trust planning
Insurance planning
Investment planning and monitoring
Succession planning
Charitable giving
Maximisation of wealth transfers

If you would like to get in touch with a team member about any of our services feel free to make a booking.

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Services / High Net Worth Individuals

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