Financial Concierge & Family Office for UHNW Clients
Fully on Your Side
We don't sell products or take commission on investments. Income is your fee alone, so recommendations aren't distorted by a seller's retrocession.
A Single Window
One point through which all the family's financial decisions pass — no running ten parallel email threads with bankers, lawyers, and advisors yourself.
A Vetted Partner Network
A trust lawyer in Jersey, a tax advisor in Switzerland, a private banker in Singapore for one project — found and checked through our network, not by you.
Integrated With Your Lifestyle
The same advisors who coordinate your yacht, chalet, and jet work with the financial desk — closing the gap between lifestyle and the financial side.
What the Financial Concierge Covers
A single window over the professionals who serve the family — a layer that sees the whole picture and keeps one team from contradicting another.
Coordination with the client's asset managers and private bankers, an independent second opinion on major decisions, and a check on alignment with the family's goals.
Work with tax advisors in the client's jurisdictions — wealth preservation through asset structuring, income optimisation, and cross-border and inheritance situations.
Estate planning with trust lawyers — single set-ups for family capital, prenups, a family constitution, and passing the business to the next generation.
Access to off-market deals through the partner network — co-investments, direct deals, and pre-IPO rounds not published on the open market.
Yachts, aircraft, real estate, and collections — operational management through our concierge, with insurance brokers for the large assets.
Foundation set-up, structuring charitable giving, and coordination with philanthropic advisory for clients who give systematically.
An NDA by default, with Chinese walls between advisors — each sees only what their task needs — and the client profile in a closed, restricted file.
For families with several residences and businesses, a matrix built for the family of where to place each link for optimal wealth preservation.
How We Work — Four Stages
A coordination layer that sees the whole picture, built on a four-stage process and run by a dedicated advisor who stays with the family for years.
Wealth Audit
An analysis of the current structure: where and how the assets are held, who serves them, what contracts are in place, and how the payment flows run.
Gap Analysis
Finding where the family loses money on tax, where legal protection of assets is missing, where succession is out of date, and where insurance coverage falls short.
Team Selection
A profile of the bankers, lawyers, and advisors for the client's tasks, with introductions and help through onboarding.
Ongoing Coordination
Regular check-ins across every area, coordination between the team's members, and a quarterly summary prepared for the client.
How to Start with SOLO.CONCIERGE?
A flexible model with an annual fee — an independent coordinator of financial life, without the fixed staff of a classic single-family office.
Jurisdictions at a Glance
In each we hold vetted partners — private bankers, lawyers specialising in local law, and tax advisors experienced in cross-border structures — and for families with several residences we build a jurisdiction matrix of where to place each link:
Financial Concierge & Family Office for UHNW Clients
A classic family office is an in-house structure within the family, staffed with a portfolio manager, a tax advisor, a trust lawyer, an insurance broker, and an administrator — a construction that justifies itself at capital of several hundred million and carries fixed costs regardless of the volume of tasks. SOLO.CONCIERGE works on a different model: we do not invest the client's money or hold assets, but act as a concierge partner that coordinates the specialist bankers, lawyers, and auditors who already serve the family — or ones we help find and onboard. Our income is the client's fee alone, with no commission on investments, which removes any conflict of interest in recommendations.
What a Family Office Means Here
The job of a financial concierge is to be the single window through which all the client's and the family's financial decisions pass. Inside that window are the professionals we help assemble — a private banker, tax advisor, trust lawyer, insurance broker, auditor, and real-estate manager. This is not a replacement for a bank and not a wealth manager: it is a coordination layer that sees the whole picture, makes sure one team does not contradict another (a bank proposing a structure that breaks the tax planning; a trust lawyer setting conditions that hamper the operational running of the business), and keeps the client across what is happening with their money without having to run ten parallel correspondences themselves.
Confidentiality
An NDA is the base condition, and between advisors on one team there are Chinese walls: the tax advisor does not get investment detail they don't need for their task, and the private banker does not see the trust structure beyond what their operations require. The client profile is held in a closed file with restricted access inside SOLO.CONCIERGE.
The Difference From Banks
A bank earns on commission from the products it sells — mandates, structured products, mutual funds. That does not make banks poor advisors, but it creates a built-in conflict of interest worth understanding: the product that earns the bank the most commission is not always the best one for the client. In this picture, SOLO.CONCIERGE stands on the client's side — we sell no products of our own and take no commission on investments. Income is the client's annual fee alone, and that guarantees our recommendations are not distorted by a retrocession from a product seller.
Who the Service Is For
- Clients with capital at the level where a single-family office becomes expensive but where an internal coordinator of financial life is still needed.
- Those working with several banks across jurisdictions who lose time synchronising between them.
- Those who would rather not build their own family office with fixed staff and prefer a flexible model with an annual fee.
- Those who regularly face cross-border situations — residence in one country, a business in another, assets in a third.
- Those planning to pass capital to the next generation who want a consistent team working with the family for years.
Why Choose SOLO.CONCIERGE
Independence is the key difference from classic wealth-management structures: we are not tied to one bank, one jurisdiction, or one family of products, and we select what is optimal for the client's situation rather than what earns us a retrocession. Our partnership network, built over years in the luxury segment, covers specialists across the main jurisdictions where UHNW clients are present — so a client who needs a trust lawyer in Jersey, a tax advisor in Switzerland, and a private banker in Singapore for one project doesn't have to find and check each one themselves. And integration with the rest of SOLO.CONCIERGE means the same advisors who coordinate your yacht, chalet, private jet, and city transfers work alongside the financial desk: luxury asset management (yachts, aircraft, real estate) runs on the same logic as the investment strategy and asset structuring, closing the gap that usually sits between the lifestyle and the financial side of a UHNW client's life.