How we work

Bespoke, tailored to each family.

What each family receives is agreed after a discovery session, or after a first piece of work.

A private office reporting dashboard: total family wealth, asset allocation, entities, cash flow, five capitals, property and deadlines
Image: quiet sitting room, muted landscape beyond
Who we serve

Individuals and families. Often the same client, at different moments.

Individuals

Significant wealth held across companies, trusts, property and investments, without a family office behind it. Too much to manage alone, and too important to leave to chance.

Usually starts withA Health Check or total wealth assessment, then the Private Office

Families

Wealth spread across entities, property, operating businesses and private investments. Several advisers who do not talk to each other. Or an existing family office that needs direction.

Usually starts withDiscovery, a first piece of work, then the Private Office

Women at a point of change

Separation and a binding financial agreement. Bereavement. The sale of a business. An inheritance.

Usually starts withTransition, then the Private Office

How an engagement starts

Five steps.

  1. No charge

    First conversation

    What is on the family's mind, and whether Confiance fits.

  2. Free

    Discovery session

    Every entity, asset, adviser and family member mapped across the five capitals, and what the family wants taken off its plate.

  3. Optional

    A first piece of work

    A Health Check, a total wealth assessment, a Transition, an adviser review, a property review or a dispute. The standard, seen first.

  4. Five business days

    Proposal in writing

    The bespoke Private Office, scoped and priced.

  5. Ongoing

    Set-up and ongoing

    Records, valuations and reporting brought up to date, advisers briefed. Then regular reporting, an annual review and a senior adviser on call.

Fees

Stated before work begins.

Private Office
Annual retainer
Scoped to your family.
Stand-alone services
Fixed fee or hourly
Quoted in the proposal.
Total wealth assessment
Fixed fee
Set by how complex the structure and investments are.
First conversation and discovery session
No charge
Before any proposal.
  • Never a percentage of assets
  • No commissions
  • Nothing proceeds until you sign

Independent by design

Independent by design

Paid only by you, so we answer only to you.

We do

  • Oversee and coordinate your advisers
  • Report on everything you own
  • Advocate for you with institutions
  • Prepare the next generation
  • Keep your records and structures current

We never

  • Manage your money or hold your assets
  • Sell financial products
  • Take commissions or asset-based fees
  • Accept payments from advisers we recommend
  • Make decisions for you