Your Grandkids Will Go Places. Will Your Estate Plan Remain Relevant?
Bespoke research to help stewards of globally dispersed families create life-changing opportunities for future generations.
About Us
Original Insights
Don’t Reinvent The Wheel
Don’t Reinvent The Wheel
We produce cutting edge thinking to help make asset redistribution decisions for families whose members have gone out and conquered the world.
Our research agenda encompasses (1) macro strategy (2) regionally focused value investing, (3) global tax planning and (4) estate planning.
Don’t Reinvent The Wheel
Don’t Reinvent The Wheel
Don’t Reinvent The Wheel
As much as we love a juicy problem, we hate waste even more. If the answer already exists, we will find it for you instead of starting with a clean sheet of paper.
Don’t waste even a single minute of your team or your family’s time reinventing the wheel.
Are We The Right Fit?
Don’t Reinvent The Wheel
Are We The Right Fit?
We have very distinct strengths and weaknesses.
We only make sense on problems that require you to wrestle down a lot of intellectual complexity (e.g. illiquid nondiassets across multiple tax jurisdictions).
We don’t do execution. We’ll get you to the right answer and then leave you looking brilliant (and do the work).