We help private clients manage the complexities and concerns of significant wealth.
- Have you built enormous success from enterprise?
- Have you inherited substantial riches?
- Do you need a financial advisory firm that understands the unique needs of private clients, the complexities and concerns you face, and the utmost importance of preserving your family unity?
Ready to learn more about our private wealth service?
Yes, I’d love to learn more. Where do I start?
With a quick, obligation-free introduction call where we can say hello and see if we’re a good fit.
We have two unique offerings for our private clients with significant wealth.
Our trusted concierge service, led by Stephen Kostarelas, is available, at all times, to maintain and protect your money, your family harmony, your succession, your legacy and your privacy, as well as deliver you bespoke investment opportunities.
Our service:
- Focuses on keeping your family united as one.
- Is like having a family CFO.
- Helps you to enjoy the well-deserved fruits of your labour with the ones you love most.
It includes things like:
- Ensuring your affairs are streamlined and simplified.
- Keeping your family mission strong.
- Assisting you in your philanthropic pursuits.
- Mapping the transfer of your wealth.
- Managing governance and ongoing advice.
And introducing our Swiss-based Principal Wealth Advisor, Patrick Canion.
Patrick is a highly experienced Principal Advisor who is based in Geneva. Patrick not only represents The Wealth Designers in Switzerland, the EU and the UK, but will be able to offer our sophisticated investors with business interests and investments here “on-the-ground” expert guidance from the heart of Switzerland.
Patrick:
- Formerly headed up iPac, which was crowned the inaugural Professional Practice of the Year by the Financial Planning Association.
- Is renowned in the industry for his expertise in providing independent expert witness reports and for having impressive corporate governance experience in not-for-profit, private, and public companies.
- Shares our ethos of helping clients to live well, both now and in the future.
- Is an all-round great guy who builds warm, authentic relationships, delivering a truly positive experience for all clients.