WE TAKE CARE OF EVERYTHING.
With Thera One, you’ll get independent advice and planning on every possible aspect of your wealth, either directly from us or through our handpicked network of specialists.
What’s listed below covers most of the elements of your financial life, but we are always happy to talk about – and plan for – anything else that might crop up.
FINANCIAL & WEALTH MANAGEMENT
We work side by side to design a finely tailored financial plan that’s aligned to your life, your values and your vision for the future.
INVESTMENT
MANAGEMENT
Together, we’ll structure and put in place a bespoke investment strategy to power your plan and make sure we preserve and grow your wealth.
ESTATE & SUCCESSION PLANNING
We’ll help you craft your legacy for those closest to you, secure your family’s future and ensure a smooth transition of your business and assets.
PRIVATE BANKING
SERVICES
We have strong relationships with global banks that offer us access to custody, execution and private banking products, should we need them.
PHILANTHROPY
From tax effective charitable gifting plans to establishing your own foundation, we can make any philanthropic goals happen.
TAX PLANNING
AND TRUSTS
Together with our hand-picked tax specialists, we can smartly structure your wealth so you can invest and pass on tax effectively, and protect and distribute your assets.
FAMILY ADVISORY
To help the next generations become future leaders and responsible wealth owners, we design and build bespoke family governance systems to smooth your wealth transition journey.
LENDING SOLUTIONS
As an independent firm, we can arrange the structuring of high-value mortgages or Lombard lending to commercial credit – whatever meets your needs.
LIFESTYLE & CONCIERGE
SERVICES
When you want to spend a little – exclusive events, top restaurants, jet-set travel, world-class entertainment and shopping – we can arrange that through our concierge partner.