WMG provides a full spectrum of wealth management and family office services, aiming to manage, protect and grow our client’s wealth.
“As a multi-family office ourselves we have first-hand experience and consider ourselves well placed to offer other family offices our advice and counsel, which goes well beyond that of traditional Trusted Advisors”
Our Wealth Management Service
Discretionary and non-discretionary accounts
Investment advisory and wealth structuring plans
Succession planning and asset protection products
Creation and administration of special legal entities
Referrals and access to trusted legal and tax advisors
Range of personalised and relocation client services
Family Office Services
WMG operates as a high-functioning independent Multi-Family Office and provides advice and services to families where there is a long-standing personal and professional relationship. As we have first-hand experience, we consider ourselves qualified to offer other families, (with possibly challenging ownership issues or complex asset structures), our advice. We believe our knowledge and ‘no hidden agenda’ approach exceeds that offered by traditional Trusted Advisors.
Confidentiality and discretion are at the heart of the family office service we provide, we consider ourselves ‘gate keepers’ for the families we advise and aim to protect. In accordance with regulatory requirements all client funds are managed by independent custodians in segregated accounts.