a TRANSFORMATIVE way to build and preserve your wealth IN A CHALLENGING WORLD.

A single hub

The neo-family office operates on a shared platform, allowing resources such as a legal and tax services to be available as and when  needed. 

Effective decisions

Start making effective family investment decisions with the reassurance that management and administration of your investment and assets are centralised and handled by professionals.

Giving you control

A solution that handles investments and wealth management for high-net-worth individuals and families, without the costs associated with a traditional family office.

Dedicated account manager

Like a traditional bank, your account manager will is available for you to call with any concerns or if you prefer us to assist you with a large transactions.