Families are unique and so are their needs
We understand that there is nothing more intimate or important than family and that you will be entrusting personal matters to us. We work to gain understanding and to build long term relationships.
We are proud of our approach, our people and what we can offer
Pedigree and experience
We have taken care of families for over 30 years. Our people are all highly experienced client service providers.
We base our service on what you want from us, not on what we’d like to provide to you.
We adhere to strict standards of confidentiality and will agree protocols and processes with you to ensure that your affairs remain private.
Reliability and timeliness
Our clients value clear and reliable information, on time. Delivering this is central to our success.
We have years of experience of managing international structures and have links to professional advisers in almost every jurisdiction in the world.
We will help you to think ahead about your financial future. We will support you by suggesting appropriate strategies and suitable structures.
You will understand the options available and the implications of your decision making.
Estates and succession
We have a long track record of helping families to protect their assets, often across jurisdictions. We can structure your affairs so that your wishes are complied with after your passing.
Tax compliance and planning
Taking full account of your circumstances, we can help manage your tax strategy and affairs, including minimising your tax liabilities in other jurisdictions.
Managing assets and affairs
We can take care of your assets including properties, aircraft and yachts. We can run your bank accounts and make payments.
If you wish, we can also act as your family’s day-to-day Personal Assistant.
If you want to provide altruistic financial support to a good cause, we can help. We will ensure that you can give and yet retain your privacy, if that is preferred.
We will take good care of what matters to you.
Phaedra Bird contact details