Comprehensive wealth planning solutions encompassing advisory, protectorship, directorship, and associated services.

Step 1: Assessment: Comprehensive review of your family situation, existing structures, assets, and long-term objectives to fully understand your personal circumstances and goals.

Step 2: Strategy and implementation: Developing bespoke solutions and collaborating with carefully selected professional partners to ensure seamless execution.

Step 3: Ongoing management and review: Monitoring implementation, regulatory developments and changes in clients’ business, family and personal circumstances and reviewing solutions to ensure ongoing suitability, compliance and effectiveness.

Unbiased advice: An independent Wealth Planner is not tied to any institution. Freedom of the independent Wealth Planner to recommend the best products and service providers across the market. Your interests are put first with a transparent fee structure and no hidden conflicts of interest.

Confidentiality: Information and your details are kept within a small, handpicked circle of people you explicitly choose and trust.

Flexibility: Your plan can be quickly adapted, responding faster to changes in your and your family’s situation, the regulatory environment and other relevant factors - without delays of institutional approval.

Transparent fee structure: It can generally be a flat/fixed fee, an hourly rate or a retainer fee - transparent, needs-based fees that reflect your situation. So you always know what you pay and why. The best model depends on your situation and preference. Someone with complex ongoing needs might prefer a retainer whilst someone needing occasional advice might prefer an hourly rate.

Unbiased advice: Unlike large institutions, an independent Wealth Planner has no incentive to push proprietary products. The recommendations of SP are driven by what is best for you and not by sales quotas. Our expertise is built on nearly 25 years of experience serving wealthy families, allowing to offer impartial, tailored wealth solutions focused solely on your family's objectives and long-term legacy.

Broader product access: SP can shop the entire market – rather than being limited to one firm’s offerings, often getting you more suitable products or better terms.

Schedule a confidential consultation to define your wealth planning needs and goals and discuss strategies and to get to know you.