Advisory
We offer a comprehensive suite of advisory services designed for the global entrepreneur, investor, philanthropist, and collector:
Advisory services provide our partners long-term strategic clarity with short-term tactical implementation- crafting strategic counsel that addresses their passion, pursuits, and legacy.
Drawing on intelligence from all aspects of our experience, our advisory practice includes the following services:
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Founder/CEO and Board Operational Advisory
We offer expert counsel on capital structuring, strategic growth, and liquidity events. -
Real Estate Advisory
Our expertise covers the full lifecycle of your real estate portfolio, including the strategic acquisition, meticulous development, and ongoing management of luxury properties and commercial assets worldwide. -
Insurance Advisory
We provide unbiased guidance on a full range of insurance solutions, including life, disability, long-term care, and property coverage, to help protect your family and your assets against unexpected events. -
Philanthropic Advisory
We help you align your wealth with your values, from establishing private foundations and donor-advised funds to creating a long-term strategy for social impact.
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High Collectible Asset Advisory
Our expertise extends to the acquisition, management, and disposition of high-value, collectible assets, from fine art, rare wine, exotic and classic cars, and to rare timepieces. -
Family Governance & Succession Advisory
We provide expert support for a smooth transition of wealth and leadership to the next generation, regardless of where they live. -
Cross-Border Advisory
We offer seamless coordination of residency transitions as well as legal, tax, and regulatory compliance across multiple countries to ensure your wealth is managed efficiently and compliantly.