ABOUT US
Our ethos reflects a commitment to service and long-term financial well-being. Through a holistic and client-centric approach, we aim to preserve and enhance your Family’s wealth by implementing bespoke onshore and offshore solutions to sustain intergenerational wealth.
No two Family Offices are the same. At Portman Wealth, we spend time getting to know each Family and understanding their unique circumstances. We provide independent, objective advice in a multi-disciplined manner and work closely with industry colleagues to provide a comprehensive financial strategy for our Families.
Buy yourself some time
We offer an integrated, global approach to structuring your Family’s financial affairs, through the convenience of a Family Office. The benefits of a Family Office are manifold, including the peace of mind and extra time you’ll find to spend on other pursuits.
Big on small
We purposefully maintain a select client base of Families, which allows us to provide personalised attention, dedicated services and build strong and meaningful relationships.
Independent, but not isolated
Being independent means we are able to offer our Families objective advice, motivated solely by their best interests. At the same time, our independence has enabled us to form close collaborative relationships with a select group of globally recognised industry colleagues These relationships, built over decades, create unique possibilities for our Families.
All-inclusive service