Family Office Advisory

Clients with complex international financial affairs require advice and service that draws on global resources. Our team takes advantage of both the skills and the international reach of the SABB and HSBC Group network to provide expertise in three core areas:

• Wealth preservation
• Wealth management
• Special client services

In order that your needs are addressed in the best way possible, we have access to an extensive range of products, services and providers:

• Tax advisors, lawyers and accountants
• Trust and estate planning
• Corporate finance, mergers and acquisitions
• Custodians, banks and investment managers
• Service providers from school advisory to art professionals
• Insurance providers
• Advisors in both commercial and residential real estate

We will arrange a comprehensive review of the family situation and work with you to define your objectives in a family context. We will then take steps to meet those objectives.