Wealth management
Administration, reporting and governance for a family balance sheet
Governance, consolidated reporting and administration for families whose affairs have outgrown individual management.
The problem
Once a family holds assets across several entities, jurisdictions and generations, the administrative load becomes the constraint. Nobody can answer "what do we own" without a week of collation, and decisions get deferred because the information to make them is not at hand.
Our approach
We build a single consolidated view across entities and family members, on a reporting cadence the family agrees. Alongside it we help establish the governance — who decides what, how disagreements resolve, and what the next generation needs to know before they need to know it.
What we help with
- Consolidated reporting across entities, accounts and generations
- Family governance: decision rights, meeting rhythm, documented policy
- Coordination between lawyers, accountants and investment managers
- Preparing the next generation with structured financial education
- Philanthropic structuring and record-keeping
Who this is for
- Families with assets held across several entities or jurisdictions
- Second and third generations who need a shared source of truth
- Families who currently coordinate their own advisers and would rather not
How it works
- 01
Mapping
Every entity, account, adviser and obligation, documented in one place.
- 02
Reporting
A consolidated statement on an agreed cadence, in a format the family will actually read.
- 03
Governance
Decision rights, meeting rhythm and policies written down and agreed.
- 04
Ongoing
Administration, coordination and preparation of the next generation.
What changes as a result
One source of truth
The question "what do we own" has an answer, available on request.
Decisions that do not stall
Governance settles who decides before the decision is urgent.
Continuity
The arrangement survives the person who currently holds it all in their head.
Schedule a confidential consultation
Forty-five minutes, no obligation, and no charge. If we are not the right firm for what you need, we will say so and point you somewhere better.
Anything you share is held in confidence. We ask only for what we need to prepare for the conversation — never account numbers or login details.
Related services
- Wealth managementOngoing coordination of investments, tax, protection, property and succession, so that decisions stop being taken in isolation.
- Investment managementPortfolio construction against stated objectives, with the reasoning written down and the costs disclosed.
- Portfolio planningAllocation, rebalancing policy and risk budgeting for an existing portfolio.