OUR WORK

All of our services have been crafted by our team of experts to address the complex and sophisticated needs of individuals who are looking for effective wealth management solutions.

As part of the Knox group of companies, we are able to offer complementary services that can be delivered in a seamless, bespoke and often innovative way.

Please browse the case studies below to see some of the solutions we have crafted for our clients.

Use of Discretionary Trust for Succession Planning

Trusts are an effective vehicle for use in wealth protection, and we recently established a discretionary trust for a wealthy businessman with global business interests.

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