SAM has access a deep pool of assets and as trusted guardian of multi-generational wealth.

SAM has a strong responsibility to conduct due diligence and risk management controls to the highest standards. Via our close relationships with a group of Tier 1 banks, we enjoy privileged access to the Capital Markets, as we all a suite of financial products reserved for the UHNWI wealth management segment.

Our experience

We are trusted advisors and managers to leading global families for almost 2 decades.

Our success

We serve the world's premier Family Offices since 1999. Our value proposition is based on deep long term relationships.

We put our client’s interests first, ahead of our own

We put our client’s interests first, ahead of our own

We are paid only by our clients, with a simple, transparent revenue model that removes any actual or potential conflicts of interest that arise from sales-based compensations.

Our independence from any financial services firm, bank or broker allows us to assess our clients’ needs, then make recommendations and help them find the financial services products and services that are right for them, without any sales agenda.

Contact us to discuss your financial plans and requirements.