High Net Worth Individuals Financial Advice

With significant wealth comes complexity — and responsibility. High-net-worth individuals or sophisticated investors often face the challenge of protecting what they’ve built, structuring it for tax efficiency, and ensuring it creates a lasting legacy for generations to come. Our services are designed to alleviate this burden, providing you with the reassurance that your wealth is in safe hands. It’s not just about growing assets — it’s about making sure your wealth works in alignment with your family values, lifestyle, and long-term goals.

The challenges you face

Navigating complex structures across business entities, property holdings, trusts, and SMSFs.

Managing intergenerational wealth transfer while balancing family dynamics.

Ensuring tax efficiency and compliance across multiple asset classes.

Coordinating specialist advice from lawyers, accountants, and investment professionals.

How we help

Strategic Partners

Act as your strategic project manager, coordinating accountants, estate lawyers, and investment consultants so your wealth strategy is cohesive and aligned.

Stress-Test Scenarios

Develop bespoke models to stress-test scenarios, such as succession, philanthropic giving, or large capital events.

Review Current Frameworks and Structures

Structure and review estate planning frameworks, including testamentary trusts, shareholder agreements, and governance structures.

Holistic Oversight of Finances

Provide holistic oversight of all financial aspects, giving you clarity, control, and confidence over even the most complex portfolios.

Rebuild with Clarity

Divorce among wealthy families can create significant complexity - we help rebuild with clarity and discretion, especially supporting family members who may not have been actively involved in managing finances.

Client stories

Creating intergenerational certainty

We worked with a family holding multiple entities across property and business interests. Their structures were outdated, and succession was unclear. By collaborating with estate lawyers, we restructured their trusts, implemented governance frameworks, and aligned their SMSF with their retirement plans. This ensured a smooth wealth transfer and eliminated potential disputes, giving the family confidence that their legacy would be protected.

Balancing lifestyle and legacy

A high-net-worth couple had significant investments but struggled to align them with their lifestyle ambitions and philanthropic goals. We modelled future cash flows and stress-tested different investment strategies, showing them, they could comfortably fund travel, support their children in property purchases, and still leave a substantial legacy. The clarity transformed their decision-making — they felt confident spending today, knowing tomorrow was secure.

Engaging in private market opportunities

A client with a substantial portfolio wanted to explore investments beyond traditional markets. Together, we reviewed private equity & venture capital opportunities to diversify their holdings. By carefully structuring these investments within their broader wealth plan, we enhanced long-term return potential while balancing the liquidity needs of their family. They valued not just the access to opportunities but also the disciplined framework we applied — ensuring their private market exposure was aligned with their risk appetite and overall goals.