Team
Every engagement is led by a named partner. You meet them at the first consultation, and you keep working with them.
Managing Partner
Sarah leads the firm's wealth planning practice, advising multigenerational families on governance and succession. She began her career at a private bank trust department and holds the CFP and STEP designations.
Chief Investment Officer
James chairs the investment committee and oversees the firm's asset allocation framework. He previously managed multi-asset portfolios at an institutional manager and holds the CFA charter.
Head of Wealth Planning, Zurich
Markus advises founders and family principals on planning structures across civil and common law jurisdictions. He is a STEP member and a qualified Swiss fiduciary.
Head of Asia-Pacific
Mei Lin established the Singapore desk and advises families establishing single and multi-family office structures across the region.
Senior Investment Counsellor
Rajesh manages discretionary equity portfolios for clients in the region and leads the firm's ESG research effort. He holds the CFA charter.
Head of Americas
Daniel oversees the New York desk and the firm's fixed income strategy. He previously traded credit at a global bank and holds the CFA charter.
Senior Wealth Planner
Patricia advises US-domiciled families on estate and philanthropic structures. She holds the CFP designation and a law degree.
Head of Philanthropy
Elena leads the philanthropy service, advising foundations and donor families on strategy, governance, and measurement.
Each client works with a lead adviser, a planner and an analyst from one office.