At QuarterFive we collaborate with a diverse range of high-net-worth clients.
Who we work with
Family Offices
We collaborate with family offices to deliver bespoke investment strategies, governance frameworks, and financial solutions that align with their long-term goals. By managing portfolios, optimising tax strategies, and facilitating succession plans, we enhance operational efficiency and strategic oversight. Our seamless integration ensures the family’s wealth is preserved, grown, and positioned for future generations.
Founders and Entrepreneurs
Entrepreneurs face challenges in managing liquidity, personal wealth, and business transitions. We provide strategic guidance for exits, wealth structuring, and tailored investments that align with evolving personal goals. Whether scaling a business, planning succession, or exploring new ventures, we ensure their financial strategies grow with their entrepreneurial journey.
Ultra-High Net Worth Individuals
Managing significant wealth requires balancing growth, preservation, and legacy. We offer personalised investment management, tax-efficient structures, and estate planning to align wealth with values and secure long-term goals. Our approach ensures assets are protected, optimised, and prepared for future generations.
Enterprising Families
Enterprising families manage the complexities of business interests, wealth, and generational dynamics. We create governance frameworks that foster transparency and unity, while supporting business succession and estate planning. Our goal is to empower families to maintain harmony, manage wealth responsibly, and strengthen their legacy for the future.
Family Offices
Family offices require expert management of multi-asset portfolios across global markets and jurisdictions, as well as operational efficiency to streamline governance, reporting, and decision-making.
We help structure assets and governance frameworks to ensure smooth intergenerational wealth transfer, fostering continuity and sustainability. Our team ensures compliance with regulatory requirements while mitigating risks to protect wealth.
Additionally, we provide rigorous due diligence and investment oversight, monitoring portfolios to optimise performance and unlock new opportunities.
Founders and Entrepreneurs
Founders face the challenge of balancing personal wealth and business growth, particularly during liquidity events such as exits or acquisitions.
We create tailored succession plans to ensure seamless leadership transitions while helping founders align personal wealth strategies with business goals and lifestyle aspirations. Our approach includes structuring finances to optimise tax outcomes, increasing after-tax wealth for future investments.
As founders transition from concentrated business assets, we develop diversified investment portfolios to grow and protect wealth over the long term.
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Ultra-High Net Worth Individuals
Managing significant wealth requires sophisticated strategies that balance growth, preservation, and legacy.
We create customised portfolios spanning diverse global markets and asset classes, ensuring both financial growth and stability. Our expertise in estate planning helps secure multi-generational wealth transfers, while also minimising tax liabilities to enhance compliance and efficiency.
For those with philanthropic ambitions, we develop sustainable giving strategies aligned with personal values, while actively managing market risks to protect wealth.
Enterprising Families
Enterprising families must navigate the complexities of family dynamics, business continuity, and personal wealth management.
We develop governance frameworks that foster unity, transparency, and aligned decision-making across generations. Our team helps plan leadership transitions to preserve family business success while preparing younger members for leadership roles through education and mentorship.
By balancing personal wealth strategies with business growth, we ensure financial stability and continuity, empowering families to maintain harmony and strengthen their legacy over time.
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Frequently Asked Questions
Every client relationship begins with a comprehensive discovery process to uncover personal values, financial goals, family dynamics, and ambitions. We use this information to develop bespoke solutions that align with the client’s vision, offering customised strategies across investment management, tax planning, estate structuring, and governance frameworks.
Yes, collaboration is central to our approach. We work seamlessly with our clients' existing advisors—such as accountants, lawyers, and tax specialists—to ensure all aspects of their financial planning is aligned. If needed, we can also recommend professionals from our trusted network to fill any gaps.
What sets us apart is our commitment to providing highly personalised solutions that align wealth with values and legacy. We go beyond traditional wealth management by building long-term partnerships, integrating family governance, and focusing on sustainable financial success across generations, ensuring every client feels supported at every stage of their journey.
Our fees are transparent and structured according to the complexity of each client’s needs. We typically charge a combination of advisory fees, project-based fees (for specific services like estate planning), and investment management fees, ensuring that our interests are fully aligned with our clients.
