Private Client & Family Office.

We provide discreet advisory to high-net-worth individuals and family offices on complex personal, financial and dispute matters. Our work is confidential, senior-led and tailored to the specific circumstances of each client.

What this means in practice.

High-net-worth individuals and family offices face a distinctive set of challenges disputes, investigations, governance, security, succession and the management of complex assets that require a different kind of adviser. One who combines the discretion of a trusted personal adviser with the investigative, legal and financial expertise of a specialist practice.

We work with individuals and families on matters that are too sensitive, too complex or too cross-border for conventional advisers. We are accustomed to working alongside family lawyers, private bankers, wealth managers and other trusted advisers.

Private client and family office advisory — Burgundy Capital

Mandate Scope

What we advise on.

  • 01Disputes involving family wealth, trusts and succession
  • 02Investigations into fraud, misappropriation and misconduct affecting private clients
  • 03Asset tracing and recovery in family and private-client contexts
  • 04Governance and oversight of family offices and private structures
  • 05Security and protective intelligence for individuals and families
  • 06Art and cultural assets advisory for private collectors
  • 07Discreet advisory on sensitive personal and reputational matters

Questions

Frequently asked questions.

Discuss a matter.

For confidential enquiries, contact Burgundy Capital directly.

[email protected]