For the Discerning Generational Family

For the discerning generational family, with significant wealth and complex issues, our bespoke solutions takes the time to help identify their purpose, vision and values and acquire a deep understanding of their current circumstances and what they would like to achieve over the long term. We clarify what matters most to the family and we help them structure an approach, with solutions to guide the future.

Our team helps successful families achieve greater focus, which provides them with the best chance of success in delivering on their purpose and transitioning their wealth to future generations.

Why a Family Office?

Knowledgeable families and individuals choose one centre-point solution over any other when it comes to managing their wealth. They move from the large institutional financial firms to the exclusive services of a Family Office, a model that is designed from the ground up to serve clients above all else. A Family Office is built to serve complexity and to address the interconnected decisions around family wealth, investments, tax, estate planning and risk management to name a few.

Working with you, we are the glue that allows your family to make considered and smart decisions about their wealth.

What is a Family Charter?

In our view not one person can ensure all aspects of a family’s interests are properly aligned. We find that families will surround themselves with very good professionals in their field but they lack the unity of making smart decisions in context of the broader family goals which can be defined through the Family Charter. Typically we find that all major decisions will have impacts in other parts of your life, sometimes working against each other.

We sit and work with all your professionals to keep your Family Charter on track and help you make smart and informed decisions.

Intergenerational Wealth Transfer

Families are often challenged by how to smoothly transition control and ownership of their wealth, values, knowledge and legacy to the next generation without stifling identity or aspirations of family members. Family succession requires well-disciplined family governance and planning, to deliver what matters most across generations.

Our framework uniquely positions us to provide the stability, continuity and guidance required for you to make the considered decisions.

Education for the whole family

Boutique Advisers is a firm believer that engaging and educating current and future generations about wealth and business is key for the successful transfer of that wealth to those future generations. We recognize that being born into an affluent family or growing up in a successful environment doesn’t come with an instruction manual and Boutique has developed programs that can be tailored to your family’s needs.

Our goal is to prepare your heirs to be good stewards and thoughtful managers of the family’s wealth enterprise.

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    Compliance and Risk Management
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    Estate Planning and Trust Administration
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    Accounting and Structure Reporting
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    Investment Management
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    Income Tax Planning and Compliance
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    Philanthropic Planning
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    Specialised Services and Family Education
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    Document Management
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    Data Management

Boutique Client Dashboard

Your Boutique Client Dashboard gives you the visual comfort that you are on target, the tool to make and analysis any life changes that happen, and the outcome of these changes to you and your family.

Having a plan puts you in control, enabling you to have a good balance at all stages and planning to allocate your resources into the important areas of your life as and when they are needed.

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