SUNTERA PRIVATE

A trusted adviser coordinating every aspect of your affairs.

Suntera Private supports individuals, families and business owners whose personal, business and wealth affairs require a more coordinated approach.

Through a dedicated Relationship Director, we connect the full capabilities of Suntera's Family Office, Private Wealth, Corporate and Fund Services teams while coordinating your wider network of advisers. The result is greater clarity, stronger governance and a trusted long-term relationship built around your ambitions, your family and your future.

At the heart of Suntera Private is a dedicated Relationship Director who acts as your single point of coordination across family, business and wealth matters.

As your circumstances evolve, we help bring together the right people, expertise and solutions across Suntera's Private Wealth, Corporate and Fund Services teams, as well as your wider network of trusted advisers.

As a Suntera Private client, you will have access to:

Relationship Director - Providing strategic oversight, coordinating advisers and helping ensure every aspect of your affairs remains aligned with your long-term objectives.

Relationship Manager - Supporting the day-to-day coordination of your relationship and ensuring seamless communication across the relevant Suntera teams.

Specialist Expertise - Access to the full capabilities of Suntera's Private Wealth, Corporate and Fund Services teams through one trusted relationship.

One Relationship. Complete Oversight.

• Relocation
• Multifamily Office
• Family Business
• Family Governance
• Succession & Legacy Planning
• Administration and Support Services
• Specialist Concierge and Lifestyle Services
• Real Estate
• Marine and Aviation
• Philanthropy and ESG

Suntera Private provides a more coordinated approach to managing complex family, business and wealth affairs. Through a dedicated Relationship Director, we bring together the expertise of our Private Wealth, Corporate and Fund Services teams, alongside your wider network of advisers, through one trusted relationship.

Our clients benefit from:

• One relationship with complete oversight

• Coordination across advisers, structures and jurisdictions

• Access to Private Wealth, Corporate and Fund Services expertise

• Support through key life and business events

• Long-term planning for future generations

Whether you are planning a business exit, navigating succession, relocating internationally or managing increasingly complex affairs, Suntera Private helps simplify complexity and provide clarity for the future.

Complexity, Simplified.