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our services

OUR SERVICES

As a multi-family office in Sri Lanka, we help you understand your complete wealth picture including traditional and alternative assets, current and future expenses, and the legacy you wish to leave behind. We take into account your personal preferences and expectations to strategically plan your customised portfolio with a long-term view, constantly re-evaluating and updating to manage risks and take advantage of new investment opportunities. We take responsibility for managing your wealth including assisting with administrative services so you can invest in living your ideal life.

INVESTMENT ADVISORY

TAX MANAGEMENT

ESTATE PLANNING

LEGACY BUILDING

INVESTMENT ADVISORY

We provide objective advice on all types of investments including securities, real estate and private equity over short- and long-term investment horizons. Our advice is based on meticulous research, in-depth insight, international best practices and rigorous vetting by our Security Selection Committee. As a truly independent partner we do not offer financial products of our own ensuring truly impartial advice.