Family Office services

The speed of change and ever-increasing complexity in the financial markets require the best conflict free advice and financial planning. In today’s world we consider financial planning as important as the decision of the chosen investment strategy.

A thorough consultation with our clients is the basis for a good partnership. In-depth analysis of the client’s financial and personal situation will guide us together towards a common goal: Peace of mind!

Financial and personal planning could therefore include company formation, trusts and insurance related solutions, which would be appropriate for each of our client’s unique situation.

In an ever-changing marketplace, both financially and legally, we monitor the developments for you and give timely advice.

Benefits for your business

Client-First Philosophy

Core Capital is a partner owned firm – free from any ties to financial institutions whose interests may be different to yours.

Partner-Owned Independence

We are paid by you and apply a “same side of the table” approach in a conflict free way.

Best Solution Promise

Our objective is to deliver the optimal and transparent financial solution to you no matter the supplier.

Optimal Financial Transparency

We ensure that administrative issues with your bank are treated correctly and in a disciplined way.

Transparent Financial Excellence

Nothing can replace experience and consistency. Within our team we draw upon business and investing experience dating back to 1980’s which will serve you well.

Independent Financial Advice

Core Capital has no in-house funds or “products” that we try to sell to our clients.