Private Wealth & Advisory
A range of advisory and support services designed to address the financial and broader needs of individuals and families.
Five pillars of family wealth
Each service is delivered as part of a coordinated plan, so decisions are always considered in the context of your family's broader financial position.
Financial Advisory
In-depth financial analysis and investment advice, supported by a clear understanding of each client's objectives, circumstances and long-term priorities.
- Portfolio review & asset allocation
- Risk assessment
- Investment due diligence
Wealth & Estate Planning
Tailored wealth structuring, estate planning and succession solutions designed to support the effective management and preservation of family wealth.
- Family trusts & foundations
- Succession planning
- Multi-jurisdictional structuring
Philanthropy & Charitable Giving
Strategic guidance on philanthropic initiatives and charitable giving, helping families align their giving with their personal values and broader objectives.
- Giving strategy
- Foundation set-up
- Impact alignment
Family Concierge Services
Personalised support across a range of family and lifestyle requirements, providing clients with an additional layer of assistance beyond their financial affairs.
- Lifestyle management
- Family office support
- Trusted introductions
Next-Generation Education
Programs and initiatives designed to help the next generation develop a strong understanding of wealth, investment and financial stewardship, supporting the long-term continuity of family wealth.
- Financial literacy
- Investment fundamentals
- Stewardship & governance
Access across traditional and alternative assets.
Mastodon Capitals provides access to a broad range of investment opportunities across traditional and alternative asset classes, from liquid markets and structured solutions to private markets, lending and multi-generational wealth structures.
Traditional Markets
Structured Solutions
Private Markets & Lending
Wealth Structures
Investment banking for family enterprises.
Where appropriate, our investment banking experience allows us to look beyond traditional investment opportunities. We bring a strategic perspective to family-owned and privately held businesses, including situations where capital, restructuring, partnerships or other strategic considerations may be relevant.
- Mergers & acquisitions advisory
- Transaction structuring & due diligence
- Capital raising & strategic partnerships
- Treasury, regulatory & compliance frameworks
