We provide independent oversight of investment portfolios across private banks, asset managers, and custodians, ensuring alignment with each client's long-term goals, risk tolerance, and values.

Whether you are a trustee, a UHNW individual, or a family office executive, we help you see the whole picture, reduce complexity, and make more informed decisions across your entire wealth structure.

Our support includes:  

• Develop and review Investment Policy Statements (IPS) on an ongoing basis to ensure strategic clarity, consistency, and alignment with objectives.

• Portfolio construction and strategic asset allocation based on risk tolerance, liquidity needs, and long-term vision.

• Investment manager selection and due diligence, including ongoing monitoring of mandate adherence, performance, and operational soundness.

• Comprehensive risk assessment, including concentration, liquidity, and currency exposures.

• Transparent performance monitoring, including benchmarking, attribution analysis, and cost transparency (fees, commissions, hidden charges).

• Macro and geopolitical insight to inform allocation and risk management decisions, including forward-looking scenario planning.

• Second-opinion services for existing portfolios or new investment proposals, providing objective, expert evaluation.

• Aggregating and coordinating multi-bank, multi-advisor portfolios into a consolidated view for better governance and oversight.

We understand the sensitivity, responsibility, and complexity of managing significant wealth — especially within trust structures and multi-generational families. With decades of experience advising UHNW clients, family offices, and private institutions, we offer the clarity of independent oversight and the confidence of seasoned, strategic perspective. Our role is to support clients and fiduciaries with insight, alignment, and accountability — across every relationship and every portfolio.