Tom Adams

Our work spans four key areas: Family Wealth: Taking a holistic approach to structures, succession planning, and long-term investment strategies. We ensure clients have the right “tool-belt” of professionals to navigate major liquidity events - such as selling a business, diversifying away from property, or receiving an inheritance. Investment Management: This is the client who already has strong advisory ecosystems in place. Our focus then narrows to delivering thoughtful, tailored investment ideas. This includes International Shares, Domestic Shares, Private Investments, and Fixed Interest opportunities. Not-for-Profits: Supporting boards to build robust governance frameworks, manage investments and set clear expectations around risk and performance. Since board members are often volunteering their time and expertise, our goal is to make their role as clear, simple, and stress-free as possible. Deceased Estates: Working closely with estate lawyers to ensure the smooth distribution of assets and managing the wealth to succeeding generations.