Services
The useful work happens before the product.
We help make the structure, risk and practical next steps visible before you commit capital, sign a reservation form or move a pension.
What we cover
A short list, handled properly.
The service is the judgement around the transaction. We tell you what we can do, what needs another professional and what should not be done at all.
01
Offshore Investments
Multi-currency portfolios, fixed income and structured notes through third-party platforms regulated in their own jurisdictions.
Read more →02
Trust Formation
Trusts, foundations, pension consolidation and succession mapping coordinated with the lawyers who draft the structure.
Read more →03
Investment Consultancy
A practical review of the objective, risk, currency and cost before a product or platform enters the conversation.
Read more →04
Pension Planning
A view across pensions held in different countries, the fees they carry and the work required before consolidation.
Read more →05
Life Insurance
Protection and estate-liquidity conversations for people whose assets and beneficiaries cross borders.
Read more →06
International Real Estate
Residential and commercial acquisition direct from developer relationships in the markets we actually cover.
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Start here
Tell us what you are trying to do.
A paragraph is enough. We come back within one business day with a named consultant and an honest view on whether we are the right firm for it. If we are not, we will say so and tell you who is.