Life is full of changes – some expected and some not. We protect personal and familial wealth, with the needs of future generations always in mind.
Organising assets
We efficiently review your global assets giving you full clarity and saving you time. We work with you, your loved ones and associates to:Preparing for business sale or float
We ensure optimal personal structuring and succession planning is in place for key shareholders before and after your liquidity event.Structuring assets
Our service, devised to suit your individual circumstances, will consider the following:Platforms for preservation
We make sure all your assets are invested responsibly, enabling diversification and re-investment where appropriate.
Providing for family and the people who matter
The most important people in your life need to be looked after – both now and in the future. We build structures that allow capital growth and income generation to be applied according to your wishes.
Navigating marriages and divorces
We work with you to establish structural provisions that allow you to plan for potential changes in key relationships. This means minimal disruption to daily administration of assets during challenging or emotional circumstances.
Preparing the next generation
We work with families to help educate and advise the next generation, to nurture a sense of responsibility towards the preservation and application of wealth. This offers the reassurance of continued protection from potential misuse or misapplication of assets by future generations.
Building family offices and constitutions
We create structures that are as unique as your family and provide solutions to manage your financial and non-financial assets through multi-generational planning.
Empowering the next generation
We help empower responsible ambition in the next generation. We manage their goals and aspirations alongside your own making sure realistic plans for the future are firmly in place.
Managing luxury assets and lifestyles
We can assist you in acquiring and managing your luxury assets - from sourcing a particular artwork to hiring the crew for your yacht.
You want to be free to enjoy your lifestyle, safe in the knowledge that your assets are protected and well managed. Let us do it for you.
Read more about our luxury asset services.
Making philanthropy effective
We listen to your philanthropic goals, taking into account your family values, social responsibilities and ethical choices. We find the appropriate structures to establish effective long-term impact.
“As a HNW Professional Adviser I have worked with Suntera for over 20 years, predominantly to service the needs of my family office clients. Over this time, we have built a robust relationship based on trust and collaboration, one that I look forward to maintaining for years to come.”
We offer a range of bespoke international services for private clients and their families.
Arrange to speak with one of our sector specialists using the form. If you have any issues with the form, please contact us directly.
We aim to respond to all enquiries within one business day.