Investment Focus

# We are a single family office.
Here is where we allocate our capital.

Five interconnected areas of focus — working together to preserve, coordinate, and grow our family's capital across generations.

01

### Family Office Oversight

How do we coordinate our family's wealth as circumstances change?

We oversee and coordinate our family's wealth with structures that adapt to changing circumstances. Our focus includes:

- Long-term capital allocation
- Strategic investments (private equity, hedge funds, etc.)
- Family wealth preservation
- Multi-generational planning

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02

### Wealth Coordination

How do we align every aspect of our wealth?

We work with external advisors to align all aspects of our wealth:

- Equities
- Bonds
- Fixed interest products
- Commodities
- Alternative investments (private equity, hedge funds)
- Property

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03

### Estate & Legacy

How do we safeguard our family's values across generations?

We design estate and legacy strategies that safeguard assets, minimise risks, and ensure continuity of values across generations — working with external legal and trust advisors.

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04

### Business Succession Planning

How do we prepare the next generation for success?

We structure succession plans that protect business value, secure continuity, and prepare the next generation for success — alongside external legal and tax specialists.

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05

### Tax Strategy

How do we ensure no unnecessary costs or inefficiencies?

We optimise our tax arrangements to reduce liabilities and enhance efficiency. We partner with external cross-border tax advisors to ensure no unnecessary costs or inefficiencies.

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One Family. One Conversation.

## We welcome dialogue with like-minded families, advisors, and partners

We are a single family office and do not solicit external clients — but we are always open to a conversation with those who share our values and outlook.

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