Capabilities
We hold a deliberately narrow range. Each group below is one we have run through a full cycle, including the parts that only show up on the way out.
01
Commercial property, held directly and through structures.
Acquisition, financing and ownership structure through to repositioning, development approval and exit. We manage the counterparties, the lenders and the compliance obligations, and we report the position on the same cycle as everything else in the portfolio.
02
Listed equity, managed funds and structured products.
Held against a written mandate with stated concentration and liquidity limits. Positions are reconciled to the custodian and valued on a disclosed basis, so the report you read is the position you hold rather than a summary of it.
03
Custody, exchange access, compliance and tax position.
We have worked in this asset class since before the frameworks existed, through the compliance work that followed. Third-party custody and self custody, exchange onboarding in Australia and offshore, key control and recovery procedure, and the accounting and tax treatment that has to stand up afterwards.
04
Direct holdings in private companies.
Selective, long hold, and hands-on where the technology or the governance is the thing that needs building. Recent work sits in applied artificial intelligence (AI) and in distributed ledger infrastructure for industrial verification, alongside the governance frameworks those systems have to answer to.
Where we operate
The two jurisdictions are not branches of each other. Structures, counterparties and obligations differ in each, and the point of holding both is that a client does not have to choose blind between them.
The group's base since 2009. Property, market portfolios and company holdings, with the accounting, tax and regulatory obligations that attach to holding them in Australia.
Established as the group's regional base as the work moved into Asia. Family office engagements, regional structures and digital asset arrangements under the Monetary Authority of Singapore (MAS) framework, with regulated banking and licensed custody in market.
How engagements start
An arrangement built for one purpose is now carrying another, and nobody is certain what it still permits.
Capital, a holding or a family is moving between Australia and Asia, and the existing advisers only cover one side.
Something sits in the portfolio that the current arrangements were never designed to hold, report or value.
Send us the shape of it. You do not need to name anything to have the first conversation.
