COORDINATE. ALIGN. COMPOUND.
FOR PEOPLE WITH $15M+ WHO WANT THEIR WEALTH COORDINATED AND STEWARDED LONG TERM.
High-touch oversight for complex portfolios, entity structures, cross-border considerations, and multi-generational planning.
WHO IS THIS FOR
This package is designed for families, companies, trusts, and entities with $15 million or more in investable assets who require coordinated, high-level oversight across complex structures.
You have significant wealth held across multiple entities or jurisdictions
You require coordination between family trusts, companies, and personal assets
You are managing intergenerational or legacy considerations
You value proactive stewardship,
WHAT YOU GET
A coordinated, high-touch adviser relationship designed to oversee and steward complex wealth across entities, generations, and jurisdictions.
Custom multi-portfolio architecture across trusts, companies, and personal structures
Coordinated strategy across entities and asset classes
Cross-border pension and offshore asset guidance where relevant
Advanced retirement income and capital preservation planning
Regular proactive reviews and forward-looking adjustments
Priority access and direct adviser oversight
COORDINATE. ALIGN. COMPOUND.
READY FOR LONG-TERM STEWARDSHIP?
Apply to work with me and we’ll confirm fit before proceeding.
TRUSTED BY
WHAT PEOPLE SAY…
Trusted by people making long-term financial decisions.
COORDINATE. ALIGN. COMPOUND.
READY TO BUILD WITH PRECISION? APPLY FOR OUR PRIVATE WEALTH PACKAGE
Apply to work with me and we’ll confirm fit before proceeding.