Our Services for Family Offices

Family Office 2We offer a range of tailored management services designed for family offices to complement your existing proposition including:

  • Cascade Cash Management
  • Investment Management
  • Segregated Structured Products Portfolios
  • Access to Listed and Secondary Market Structured Products
  • Credit Brokerage
  • Estate Planning

We provide an independent and reliable holistic back office service for family offices charged with solely looking after the assets of a selection of larger HNW and UHNW clients. We understand the importance of ensuring that the management of these assets is continually handled efficiently, appropriately and with great personal attention to detail given the highly concentrated nature of the client base. 

Your Tier One Capital adviser will work with you to understand your clients' circumstances, long term goals and attitudes to risk so that your financial practice and your clients can enjoy the convenience of our expertise and comprehensive range of intermediary services for the lifetime of a client relationship.

Meet the Tier One Capital Team

Download Due Diligence Information and Cascade Overview


Latest