Our Services
Most families come to us for one thing:
take care of investments and keep life simple.
Discretionary Asset Management is the heart of our work: we run a global portfolio for your family—set up for preservation where it matters, steady income where it helps, and sensible growth over time. Around that, we add the pieces that make real life work: planning, protection, succession, selective private investments, and—when useful—an onshore fund you can access with simple paperwork.
Assets are held at leading private-banks/custody platforms in the client’s name; we provide strategy and oversight. One partner. One plan.
Financial advisory & planning
We make sure the portfolio fits your life. That means planning for school fees, properties, philanthropy, and big purchases; keeping enough cash available when you need it; and bringing scattered accounts into a clear picture. We help you choose the right banking platforms and lending lines, and—when it’s the right tool—use insurance-based structures (a simple, regulated way to hold investments) to protect assets and make inheritance easier. Every recommendation must strengthen the whole plan.
Succession planning & family governance
Pass wealth on without drama. We set out, in plain terms, who leads what and who owns what— and when. We work with your lawyers to align trusts and companies to your wishes, and we host calm family conversations so expectations are shared. We also coach the next generation so responsibility becomes readiness.
Special Projects
Private deals—only when they fit. These investments are longer-term and not liquid. We carefully research and monitor special projects so they don’t put the rest of the investment strategy at risk.
Asset protection & insurance solutions
Add smart safety nets. We design protective setups that make your wealth harder to knock off course and simpler to pass on. Depending on your goals and where you live, that can include insurance-based structures and related arrangements. We coordinate these with your cash needs and family plan so everything works together—never at cross-purposes.
Pacific Hawk global fund (OFC)
A clear, regulated way to access our approach. For professional investors, our Hong Kong open-ended fund company (OFC) offers a diversified, actively managed portfolio under local regulation with independent oversight. It sits alongside bespoke mandates and gives you a straightforward way to participate in our philosophy with clear reporting. Information available on request; this is not a solicitation.
