Insurance & Finance

Key Services

1. Luxury Asset Coverage

   • High-value home insurance for estates and prime properties.

   • Fine art, jewelry, and collectibles with agreed-value policies.

   • Classic and high-performance vehicle insurance.

2. Commercial & Specialty Risk

   • Coverage for commercial properties, yachts, and private aircraft.

   • Bespoke liability solutions for ultra-high-net-worth portfolios.

3. Global Protection

   • Worldwide coverage for geographically diverse assets.

   • Customized policies for cross-border risks.

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Why Choose Us?

• Exclusive Focus: Only insuring assets >£500k ensures expert underwriting.

• White-Glove Service: Dedicated risk advisors and 24/7 claims support.

• Competitive Terms: Leveraging niche markets for broader coverage and lower premiums.

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Eligibility:

• Minimum asset value per policy: £500,000.

• Underwriting includes appraisals and risk assessments.

A discreet, independent multi-family office offering tailored solutions for ultra-high-net-worth individuals (UHNWIs), entrepreneurs, and institutional clients. Services prioritize privacy, long-term capital growth, and cross-border expertise.

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Core Services

1. Wealth Structuring & Preservation

   • Tax-efficient trusts, foundations, and family governance frameworks.

   • Multi-jurisdictional asset protection (focus: £10M+ portfolios).

2. Investment Advisory

   • Access to private equity, hedge funds, and exclusive co-investment opportunities.

   • Directorship services for family-owned enterprises.

3. Lifestyle & Risk Management

   • Bespoke insurance for art, yachts, and luxury assets (min. £1M coverage).

   • Global relocation/residency planning via strategic partnerships.

4. Philanthropy & Legacy

   • Charitable foundation setup and impact investment guidance.

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Differentiators

• Client Threshold: Services tailored for clients with £10M+ in liquid assets.

• Conflict-Free: Independent advice with no product affiliations.

• Geographic Specialization: UK, Europe, Middle East, and Asia.

Eligibility:

• Minimum investable assets: £10 million (exceptions for complex estates).

• By-referral or institutional introduction preferred.