Wealth Management

Our advocacy for families is founded on each of our professional’s deep experience working both at and with financial institutions. This gives our firm the technical expertise to address your family’s broad financial picture, plus a sophisticated understanding of the inner workings of the large financial companies.

Eureka Advisors  provides family office services to manage the diverse and complex wealth stewardship requirements of families. A genuine understanding of the relationships and the needs of the family members are at the core of our services which are bespoke to meet these requirements.

As a multi family office our clients benefit from the economies of scale whilst being assured of a personal service where their needs are given priority.  EA is independent which enables us to support the family and act in their best interests.  We understand the importance of wealth preservation for each generation in addition to caring for the needs of the family.

We make sure your family’s providers are working towards the best interests of your family in a highly cost-effective way.

  • Diversification of your assets;
  • PBWM;
  • Asset management;
  • Investments;
  • Complex assets;
  • Operating businesses;
  • Collections;
  • Sports teams;
  • Private aviation and yachts.