A considered approach to family wealth
Caelo Group advises a limited number of ultra-high-net-worth families and individuals.
The firm was established for clients who require a single, informed view across investments, ownership structures, succession, tax, legal matters and philanthropy.
Adviser and coordinator
We work alongside the family and its existing professional advisers.
Where specialist input is needed, we identify and introduce the appropriate adviser. We coordinate the work, review progress and ensure the family remains properly informed throughout.
This may involve investment managers, lawyers, tax advisers, accountants, trustees, fiduciaries, insurers or other specialists.
Our values
Independence
Our advice is based on the interests of the family. We have no products to distribute and no predetermined providers to recommend.
Discretion
Many of our clients value a relationship that is private, direct and consistent. We treat personal, financial and commercial information with appropriate care.
Experience
Family matters often require professional judgement as much as technical expertise. We bring both, and know when to involve a specialist.
Long-term commitment
Our work frequently develops over many years, through business sales, changes of residence, inheritances and generational change.