Experience
+ proven results
Who we are
Our private wealth teams have the experience, expertise and emotional intelligence to understand and meet the sophisticated needs of each client.
Whether you are looking for wealth preservation strategies, enhancing portfolio yield, investing for future generations, or perhaps executing your legacy plan. Whatever your objective, we will help guide you on your journey.
Each of our private wealth advisors serves a limited number of individual investors or family offices, so that we can give each client the dedication and time they deserve. Our belief is that no two clients can ever have the same solution since each, and every individual has their unique cultural, family and financial background that must be captured within an optimal solution, tailored for them.
Our global reach and access to market leading financial products and services allows us to identify exclusive opportunities to diversify and grow your investments
Our Key Personnel
Luke Gage
Managing Director
Prasann Patel
Special Counsel – Investment Committee
Prasann is a driven entrepreneur, successful strategist, and a global financial markets expert who has experience in all aspects of business, from running highly sophisticated family offices, to strategic investing across capital markets and private equity, to global import and export and setting up and running complex international investment transactions. Highly experienced in creating family trusts and intergenerational wealth structures including tax efficient solutions.
Scott Masters
Executive Director
