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Who are our clients?

Sometimes we have to say no. Sorry.

We only take on clients who we can do an amazing job for. Typically, that means people with significant assets or household incomes, business owners, charities & non-profits.


Wealth Planning ‘Prime’ for Private Clients

Our clients typically have €450,000 or more in investable assets or have a household income in excess €150,000.

Types of clients include:
– Business executives
– Business owners
– Professionals
– People approaching retirement or recently retired
– People who have received an inheritance
– Independently wealthy

Wealth Planning ‘Core’ for Private Clients

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Types of clients include:
– Business executives
– People approaching retirement or recently retired
– People who have received an inheritance
– Independently wealthy

Business Owners

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Charities & Non-profits

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