Argent — Wealth advisory
Stewardship for wealth that outlasts a lifetime.
Argent advises established families, founders, and foundations on wealth planning, investment management, and legacy across generations.
- Minimum
- $5.0M
- Offices
- 4 cities
- Team
- ~125 advisers
- Conservative
- Balanced
- Growth
- Equity tilt
Illustrative projection from our long-term capital market assumptions. Not a forecast or investment advice.
- Conservative
- Balanced
- Growth
- Equity tilt
Illustrative projection from our long-term capital market assumptions. Not a forecast or investment advice.
Argent — Wealth advisory
Stewardship for wealth that outlasts a lifetime.
Argent advises established families, founders, and foundations on wealth planning, investment management, and legacy across generations.
Argent
A clear architecture for personal wealth.
One named lead partner coordinates four specialist disciplines, so every decision is documented and accountable to a single relationship.
Book a consultationSample structure shown for illustration; specialist teams and reporting lines adapt to each engagement.
Services
Four disciplines, one accountable relationship.
Each engagement is led by a named partner and supported by specialists. You see the same names from the first meeting onward.
Wealth planning
Goals, cash flows, tax, and succession structured into a living plan.
Learn moreInvestment management
Discretionary portfolios built on a documented asset allocation framework.
Learn moreFamily office
Consolidated reporting, administration, and coordination across advisers.
Learn morePhilanthropy
Strategy, governance, and measurement for foundations and donor families.
Learn moreApproach
Our process, in four documented steps.
No two plans are identical, but every engagement follows the same accountable sequence.
Read the full approach- 01
Discovery
We map the full balance sheet, the people involved, and the obligations you carry across jurisdictions.
- 02
Plan
A wealth plan documents goals, constraints, and the assumptions behind every recommendation.
- 03
Implement
Portfolios, structures, and documentation are put in place with custody and reporting from day one.
- 04
Steward
Regular reviews test the plan against markets and life events, with changes documented in writing.
Insights
Recent research notes.
Market outlook
Sample data dashboard.
Balanced profile expected return
6.1%
Annualised, from sample assumptions
Global equity 2024 return
18.4%
2024 calendar year, sample data
2024 inflation
2.9%
2024 calendar year, sample data
Begin with a conversation.
A 45-minute introductory call. No obligation, no commitment. We will tell you plainly if we are not the right fit.