Wealth Management

Part of a family with multiple investments?
Or seeking wealth preservation and transfer of wealth through generations?
Or are you just looking to become more philanthropic?

Wealth Management

Part of a family with multiple investments?
Or seeking wealth preservation and transfer of wealth through generations?
Or are you just looking to become more philanthropic?

Safeguard Your investment

Did you know that you can engage P&Y Partners to become your family office to assist with the management of your family investments?

What does this mean for you? P&Y Partners offers one centralized location to manage all of your personal or family investments. Acting as a family office means that we are appointed as your Chief Financial Officer (CFO) and we ensure that all the seeds that your family are planting for your wealth creation are cultivated properly.

We review investment options on your behalf, making sure that each investment is in line with your family’s wealth goals and objectives. We assist in combined asset management, cash management, risk management, financial planning, lifestyle management and many other services to maximise investments.

We can also assess an investments quality, safeguarding against toxic ventures that may dilute the quality your investment portfolio or philanthropic activities. Think of it as protecting your investment garden from your crazy Aunt or Uncle who, based upon recommendations from well-meaning friends, wants a stake in a venture that turns out to be a pretty but noxious weed.

This investment looks all pretty, shiny and positive on the outside but look a closer look uncovers that it’s not, and involvement would be catastrophic.

Without the recommendations from a trusted advisor, investing in this weed after a closer look could mean the demise of your family wealth.

In this scenario, P&Y Partners — as the trusted advisor and acting as your family CFO — have saved you the stress and heartache of a potentially devastating decision.

The advice that we provide when acting as your family office seeks to protect and grow your wealth and achieve your family’s financial goals by developing and sticking to your personal or family planed wealth strategy, thus…

building you a better future.