Glossary
Plain-language definitions for the architecture around private wealth.
Concepts, structures, and instruments — defined without jargon.
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Structures
Family Office
A private wealth management advisory firm that serves ultra-high-net-worth individuals and families, coordinating investments, estate planning, tax strategy, governance, and administration in a single integrated structure.
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Services
Lifestyle support
A family office service that manages personal, household, and concierge needs in a discreet, coordinated way so clients can focus on their priorities while trusted support handles the details.
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Services
Portfolio Management
The professional process of designing, implementing, and monitoring a collection of investments to meet specific objectives such as growth, income, diversification, and risk control.
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Services
Tax Planning
The strategic process of arranging a client's financial affairs to minimize tax liability, maximize after-tax returns, and ensure compliance across jurisdictions while preserving flexibility and governance objectives.
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Structures
Trust Fund
A legal arrangement where assets are held by a trustee for the benefit of one or more beneficiaries, often used to protect wealth, manage succession, and align assets with family governance or philanthropic goals.
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Services
Wealth Management
The integrated management of a client's financial assets, investments, and related planning across multiple dimensions — including tax optimization, legal structuring, risk management, and succession planning — typically coordinated by a single advisory firm or team.
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