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Families

Our objective is to preserve and grow the wealth of our clients over multiple generations. Through our investments, we aspire to preserve both the wealth of future generations and the environment and society they will inherit."

Client Adviser Tracy Collins

Generational success

After a lifetime of forging a path of your own, your wealth needs protection from eroding forces. For more than 200 years, we’ve been guiding some of the world’s most successful individuals and families with a clear focus on their future.

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A focus on individual families

No two families are alike; each has complex and unique needs. We're here to keep you wealthy, and our extensive network of leading legal and accounting specialists means we can pair you with the best experts to meet your individual family needs.

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Planning for generational wealth

As a wealth manager, we focus on the fundamentals, rather than prevailing investor sentiment. We are determined to be good custodians of your capital, delivering expected returns for decades to come. As a family working hard to preserve your wealth, you’ll want to focus on understanding your goals and putting an effective financial plan in place.

Creating a multigenerational plan

You might find it helpful to use our wealth framework to divide your wealth into different 'pots', each with a range of objectives driven by accessibility, target returns and risk tolerance.

How can we help your family achieve their long-term goals?

Insights

The big ideas and important details behind our approach to preserving your wealth for the long term.

Ukraine - what are the risks?

26 January 2022 | 5 mins

Tensions between Russia and Ukraine show no signs of diminishing as Putin continues to defy international pressure. While an all-out invasion is by no means a certainty, in this strategy blog we consider the possible impact on markets, energy supplies and international relations if such a conflict does materialise.

Speaking plainly

4 January 2022 | 25 mins

In all our communications, whether it be updating clients on portfolio performance or speaking about our investment approach, we think deeply about what we say and the way in which we we say it. In this Quarterly Letter, we take a look at the letter itself and how it demonstrates this commitment to clear and honest communication.

Running hot - or overheating?

13 December 2021 | 25 mins

With 2022 just around the corner, we find ourselves in somewhat familiar territory; inflationary pressure, debates over monetary policy, and renewed COVID-19 concerns. In this Market Perspective, we delve once again into the inflationary outlook, ESG investing following COP26, as well as crypto and geopolitics.