Family & Legacy Services
Supporting Generational Wealth Across Borders
Family Office Support
We provide scalable family office services to simplify financial oversight for multi-entity, multi-jurisdictional wealth. Services include consolidated reporting, document management, liquidity planning, and coordination with external legal, tax, and trust partners. Whether as a complement to an existing office or a full outsourced solution, we help families maintain control while reducing administrative burden.
Cross-Border Succession Planning
We help clients formalize intergenerational wealth transfer through structures that are legally sound and family-sensitive. This includes advisory on trusts, holding companies, family constitutions, and cross-border estate structuring—built in partnership with your legal and fiduciary teams.
From Tariff panic to Tech Euphoria
"Scepticism often spikes at the top — but it also tends to keep investors from participating in ongoing structural shifts."
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US Labor Market Fragility Puts Fed on Track for Cuts
"Inflation is easing, equities remain resilient despite short-term volatility, and rate cuts are now firmly on the table."
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Trump Wants Rate Cuts — And He Wants Them Now
We’re seeing a subtle shift in tone from key Fed officials, yet Fed Chair Jerome Powell may be gone soon.
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