Considered wealth management for individuals and families with complex needs

Significant wealth brings more choices, and more complexity. We work with individuals and families who want independent advice, a portfolio built specifically for them, and a long-term partner who understands the full picture, from investments and structures to philanthropy and the next generation.

Is this you?

You have substantial investable assets spread across different providers, structures or countries. You want a single, independent view of your wealth. You're thinking about how to pass wealth to the next generation well, or how to give with purpose.

Questions we often help with

Is my wealth structured sensibly across individuals, trusts and companies? Am I taking the right amount of risk, and am I being paid for it? How do I bring my family into conversations about wealth? How can I support causes I care about in a strategic way?

How we help

We build a fully bespoke portfolio drawing on New Zealand and global opportunities, including private markets where appropriate. We work alongside your accountant and lawyer on structure and tax, and help families with governance, succession and philanthropic planning.