Expertise
Our founding partners have a combined 18 years of experience in KPMG’s family office and private client division and are active members of the technical committee of the Chartered Institute of Taxation.
Calibre
We are defined by our technical excellence, and as we grow, we are committed to hiring only the best talent, so that all of our clients always continue to receive the highest quality of advice.
Integration
We provide a uniquely personal service with our clients often seeing us as their in-house tax team. Our goal is to provide a “family office experience” to all of our clients.
Responsive
With a small team of senior personal tax specialists and none of the usual hierarchies, we are able to be fully immersed in our clients’ affairs and are always at their disposal.
Custodians
Our approach is to be with our clients for the long haul. We will create and maintain a coherent, well-documented tax history and strategy (not a series of one-off reporting), which they can access on demand.
