Navigate the complexities of wealth transfer with precision. We design governance frameworks, facilitate family meetings and structure succession plans that preserve both capital and family harmony across generations.
Prepare your heirs for responsible stewardship. Our programmes combine financial literacy with values-based education, ensuring continuity of purpose and competence.
For families considering their own single-family office, Pleney Finance offers strategic guidance on structure, staffing and operational frameworks – drawing from decades of institutional experience.
Access best-in-class managers and strategies without conflicts of interest. Our investment committee rigorously evaluates opportunities across public markets, private equity, real estate and alternative investments.
Sophisticated risk assessment and mitigation strategies tailored to your family’s profile. We stress-test portfolios against various scenarios and implement protective structures where appropriate.
Strategic cash flow planning and liquidity optimisation for families with complex asset bases, ensuring capital availability for opportunities and obligations.
Benefit from institutional investment capabilities typically reserved for the most prominent family offices. Our approach combines rigorous asset allocation with tactical flexibility.
Curated access to private markets, hedge funds and direct investment opportunities. We conduct thorough due diligence and negotiate favourable terms on behalf of our clients.
Optimise after-tax returns through sophisticated structuring and jurisdictional planning. Our cross-border expertise ensures compliance while maximising efficiency.
Navigate the complexities of international taxation, reporting and compliance. Our team specialises in multi-jurisdictional structures and regulatory requirements.
Strategic advice for entrepreneurs and business owners on succession, sale preparation and post-transaction wealth management.
Comprehensive financial planning for senior executives, including equity compensation optimisation, deferred compensation strategies and retirement planning.
Our strength lies not in individual services but in their seamless integration. Every recommendation considers the full spectrum of your family’s financial life, ensuring strategies work in harmony rather than isolation.
One team, one strategy, one point of accountability. We coordinate with your existing advisors, lawyers, accountants and specialists to ensure flawless implementation.
Comprehensive, consolidated reporting across all holdings and jurisdictions. Pleney Finance’s proprietary online platform provides real-time access to your complete financial picture.
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