Services

The bespoke nature of the suite of services offered to our clients, have, by definition, to be delivered in a highly specialised and tailor made fashion, and as a result, a level of corporate diplomacy imbues all of our service delivery to a client’s greatest advantage.

This is nothing less than what our extremely busy and highly discerning high-net-worth and institutional clientele have come to demand.

Our specialised services span:

• Portfolio Development
• Wealth Creation & Management
• Preservation of Private Wealth
• Family Office Services
• Cross Border Transactions
• Retirement and Succession Planning
• Property & Moveable Assets Procurement

Cross border transactions are our speciality, so whether the brief is to secure suitable property holdings on behalf of our international clients for Investment Holdings, to negotiate on behalf of Financial Services Institutions, to advise and to negotiate between Petroleum Companies, for example, and Sovereign Governments on Oil & Gas, or, other Strategic Resources Development matters, or to syndicate the purchase of moveable assets, such as Private and Commercial Aircraft, a member of our experienced team is always available to prosecute for the best possible results.

Every core service provided by David & Stone Wealth Management Consultants is further reinforced by a set of supplementary services in project management, property management, fiduciaries services oversight, and procurement oversight, which gives our clientele full assurance of the confidence reposed in us to be consummately professional and trustworthy from start to finish.