About us
Our office team combines banking, investment, legal, and property expertise to design and execute strategies that protect and grow your wealth.
Beyond traditional banking and investment products, we deliver solutions that fit your needs.
Beyond traditional banking and investment products, we deliver solutions that fit your needs.
Rely on us as your trusted partner to simplify cross-border structures, coordinate advisors, and help your family move confidently toward the future you want.
Rely on us as your trusted partner to simplify cross-border structures, coordinate advisors, and help your family move confidently toward the future you want.
Satisfied clients
Satisfied clients
Satisfied clients
Trusted partners
Trusted partners
Trusted partners
Years experience
Years experience
Years experience
Brooklyn Simmons
IT expert
Brooklyn Simmons
IT expert
Brooklyn Simmons
IT expert
Success hinges on collaboration
Success hinges on collaboration
Satisfied clients
Satisfied clients
Satisfied clients
Trusted partners
Trusted partners
Trusted partners
Years experience
Years experience
Years experience
We hold ourselves to the highest standards. From initial diagnosis to implementation, we work side by side with your family and advisors to design and execute robust structures. Attention to detail, risk control, and disciplined process set us apart.
We hold ourselves to the highest standards. From initial diagnosis to implementation, we work side by side with your family and advisors to design and execute robust structures. Attention to detail, risk control, and disciplined process set us apart.
By collaborating with leading banks, lawyers, managers, and property experts globally, we bring the best of the market to your family—making complex cross-border wealth matters easier, so you can focus on what truly matters.
By collaborating with leading banks, lawyers, managers, and property experts globally, we bring the best of the market to your family—making complex cross-border wealth matters easier, so you can focus on what truly matters.
Awards
Awards
2022
Excellence in family office services
This award recognises our innovation in cross-border family office and wealth structuring solutions.
2022
Excellence in family office services
This award recognises our innovation in cross-border family office and wealth structuring solutions.
2022
Excellence in family office services
This award recognises our innovation in cross-border family office and wealth structuring solutions.
2016
Leadership in private wealth
Presented to our team for demonstrating the highest standards of ethics, integrity, and fiduciary duty.
2016
Leadership in private wealth
Presented to our team for demonstrating the highest standards of ethics, integrity, and fiduciary duty.
2016
Leadership in private wealth
Presented to our team for demonstrating the highest standards of ethics, integrity, and fiduciary duty.
2020
Client-centric family office
This award highlights our commitment to listening closely to families and tailoring solutions around their needs.
2020
Client-centric family office
This award highlights our commitment to listening closely to families and tailoring solutions around their needs.
2020
Client-centric family office
This award highlights our commitment to listening closely to families and tailoring solutions around their needs.
2011
Fiduciary stewardship
Honouring our focus on responsible decision-making and long-term protection of family assets.
2011
Fiduciary stewardship
Honouring our focus on responsible decision-making and long-term protection of family assets.
2011
Fiduciary stewardship
Honouring our focus on responsible decision-making and long-term protection of family assets.
2018
Tech-driven family office
This award honours our use of technology to improve transparency, reporting, and client experience.
2018
Tech-driven family office
This award honours our use of technology to improve transparency, reporting, and client experience.
2018
Tech-driven family office
This award honours our use of technology to improve transparency, reporting, and client experience.
2001
Strategic growth milestone
This milestone recognises our early role in supporting families as they expand wealth and opportunities globally.
2001
Strategic growth milestone
This milestone recognises our early role in supporting families as they expand wealth and opportunities globally.
2001
Strategic growth milestone
This milestone recognises our early role in supporting families as they expand wealth and opportunities globally.
We go beyond being just a company, we are a community of passionate individuals united by a purpose.
We go beyond being just a company, we are a community of passionate individuals united by a purpose.
Zain Saris
CEO & founder
Zain Saris
CEO & founder
Zain Saris
CEO & founder
Craig Rosser
Finance manager
Craig Rosser
Finance manager
Craig Rosser
Finance manager
Ahmad Dias
Support manager
Ahmad Dias
Support manager
Ahmad Dias
Support manager
Maria Lipshutz
Marketing manager
Maria Lipshutz
Marketing manager
Maria Lipshutz
Marketing manager
Alena Aminoff
Support manager
Alena Aminoff
Support manager
Alena Aminoff
Support manager
Ashlynn Calzoni
Designer
Ashlynn Calzoni
Designer
Ashlynn Calzoni
Designer
Start planning a brighter future for your family
Discover how our family office can help protect your assets, grow your capital, and plan your legacy with confidence.
Start planning a brighter future for your family
Discover how our family office can help protect your assets, grow your capital, and plan your legacy with confidence.
Start planning a brighter future for your family
Discover how our family office can help protect your assets, grow your capital, and plan your legacy with confidence.