Independent audit and bespoke advisory for principals, family offices, and their advisors — delivered with the discretion, depth, and personal attention that private wealth relationships require.
Family offices and high-net-worth individuals require something most large audit firms cannot provide: genuine independence, undivided attention, and a partner who understands the full picture. We are not conflicted by advisory mandates, referral relationships, or competing engagement priorities.
We work directly with principals and their trusted advisors — family lawyers, private bankers, wealth managers, and estate planners — providing the independent financial oversight and reporting that well-governed private wealth structures require.
Every engagement is subject to a strict confidentiality framework. We operate under NDA as standard for all family office clients.
Statutory audits of family holding companies, trusts, foundations, and investment entities. Full IFRS compliance, clean opinions, and genuine independence from the principal's advisors.
Annual or quarterly consolidated balance sheets and net worth statements across all entities — investment portfolios, real estate, operating businesses, and personal assets — for governance and banking purposes.
Independent review of investment portfolio valuations, performance attribution, fee structures, and risk exposures. We provide an objective second opinion on what the investment manager tells you.
Review of existing holding structures for efficiency, compliance, and alignment with current family governance arrangements. We identify redundant entities, dormant exposures, and optimisation opportunities.
Working alongside estate planning lawyers to provide financial structuring input for succession planning — valuations, holding structure design, and inter-generational transfer modelling.
Preparation of consolidated financial information packages in the format required by private banks for credit facility reviews, relationship maintenance, and investment mandate compliance reporting.
Selected anonymised engagement examples are provided for context only. Outcomes depend on each client’s facts, evidence, implementation, third-party decisions and the law in force; similar results are not guaranteed.
A Middle Eastern HNWI family operating through a Cyprus single-family office with eight entities — including real estate SPVs, a trading company, and investment holding companies — needed an independent auditor who could consolidate their positions and produce reporting acceptable to their Swiss private bank.
A Cyprus-based multi-family office serving six ultra-high-net-worth families required an independent third-party auditor to perform annual oversight reviews of the MFO's own accounts and investment management processes — a requirement of one family's governance charter and their trust deed.
All enquiries are treated confidentially. Fixed-fee proposal where appropriate.