For those who have generated great wealth - it can be extremely challenging retaining it.
Plans for preserving your family wealth should often take a very long-term view - potentially up to 100 years.
Success requires far more than financial capital - an investment in human and intellectual capital.
This requires a focus on physical and emotional well-being, education and life experience.
AES specialise in international family office services to wealthy families who require advice in excess of normal governance structures.
We're about ensuring your family is 'On purpose' - healthy, happy and prosperous - in our experience, a rarity amongst many wealthy families.
We question the assumption that wealth management is primarily about investment products or standardised portfolios. Instead, we believe investments are best managed as part of an integrated, intergenerational approach, encompassing the entirety of a family’s wealth.
For us, investment decisions should be seen through the lens of the family as a whole, drawing on a deep and detailed understanding of family circumstances. We appreciate that many entrepreneurial clients have a highly personal approach to investment risk, which is often significantly at odds with traditional asset managers. So we have developed an approach to risk that bridges the gap between accepted investment theory and the broader perspective of the entrepreneur.