CORONAVIRUS HELP & SUPPORT
Our world is undergoing massive dislocation. In the face of unprecedented challenges, it is customary to be apprehensive and concerned for both the immediate health as well as the long-term wellbeing of your loved ones.
If you need assistance, from opening an account, resetting your password, or simply discussing your estate or risk profile, please do not hesitate to reach out. We are available by phone, email, video conferencing, or in-person meetings. Please note that we have a large boardroom, on the ground floor, that meets social distancing protocols. Everything is sanitized before and after each meeting. Additionally, the building itself has also increased its cleaning and safety procedures.
So, let’s stay connected. We’re open and here to help!
- Investment and tax management
- Financial and estate planning
- Private equity fund
- Coordinated professional network
- Simplified tax reporting
- Personalised education
- Customised capital objectives
- Not-for-profit fee discounts
- Full team participation