Clients are at the heart of our business. Our deep, long-term relationships with them help us determine their needs and customise plans to achieve them. Typically, we work closely with business owners, entrepreneurs and senior executives who are international in scope, high in net worth, and with little time or expertise in the optimal management of their offshore finances.
OUR GOAL IS TO SUPPORT OUR CLIENTS WITH THE MANAGEMENT OF THEIR FINANCIAL AFFAIRS AND GUIDE THEM TO BETTER SOLUTIONS BY PROVIDING:
- Introductions to financial institutions and specialist firms who can offer a variety of solutions and offer expert advice
- Service pricing guidance and negotiation
- Project managing applications and solutions our clients take up with their chosen financial institutions and intermediaries
- Due Diligence and Client Profiling
- Attending meetings with your private bankers, trustees and other financial service providers
- Regular analysis of clients’ global financial position including Net Worth and Net Income summaries
- Reviews of your global financial affairs to suggest pricing and service level improvements
- Supervision and support on Administrative tasks
Our strong professional network and ability to collaborate to our clients’ benefit with leading financial institutions, specialists and other experts ensures that where a solution exists to a challenge: we will be able to guide our clients to it.
We are independent of the financial institutions that we have access to, so our focus will always remain on providing clients with exactly what they need, from the most suitable provider, at the best possible pricing.