Exclusive Services

At Portus GWM, we pride ourselves on offering a wide range of bespoke consulting services tailored to meet the unique needs of a global clientele. Our commitment to excellence ensures that we deliver high-quality solutions to individuals, families, and businesses across diverse industries. Whether you require support in corporate services, regulatory compliance, or advanced wealth management strategies, we are here to guide you every step of the way.

Boutique Single and Multi-Family Office Support

We specialize in providing customized solutions for both single and multi-family offices. Our team works closely with families to preserve, grow, and manage their wealth across generations. Our services include:

Corporate Services
Comprehensive assistance in establishing and managing corporate structures off, mid and on shore to optimize efficiency and compliance.
Compliance and Regulatory Oversight
Ensuring adherence to complex international regulations, minimizing risk, and maintaining operational transparency.
Full Trust Set-Up and Management
From creating trusts to administering them in multiple jurisdictions, we help safeguard your assets and ensure smooth succession planning.
Fiduciary Services
Acting as a trusted partner, we provide independent fiduciary services to uphold the highest standards of governance and integrity.

Wealth and Investment Management

Our team offers unparalleled expertise to help you navigate the complexities of global wealth management and investment opportunities.

Banking Support
Assistance in opening and managing domestic and international bank accounts, ensuring seamless financial transactions.
Fund Administration
Comprehensive fund management solutions, including reporting, valuation, and regulatory compliance, tailored to your investment goals.
Property Acquisition
From due diligence to closing, we support property investments worldwide, ensuring you secure the best opportunities.
Identifying Investment Opportunities
Leveraging our extensive network, we provide access to exclusive, high-yield investment opportunities across industries and geographies.

Lifestyle and Family Concierge Services

Our concierge services are designed to streamline your lifestyle and meet your family's needs with precision and care.

Family Concierge Services
Personalized support for day-to-day family needs, from luxury travel arrangements to educational consulting for your children.
Consultancy and Structuring Support
Expert advice on structuring wealth, assets, and operations to align with your long-term goals.

Access to Global Wealth Specialists

Gain unparalleled access to a network of top-tier wealth specialists who provide strategic insights and tailored solutions for your financial journey.

From specialist attorneys, M&A specialist to bankers we can introduce you to the top tier of global wealth professionals.

Private Placement Life Insurance (PPLI) Solutions

Protect and grow your wealth with our tailored PPLI solutions, which combine life insurance benefits with advanced wealth planning strategies.

We have partnered with registered insurance brokers and specialists to create the perfect policy to ensure your family wealth legacy when the inevitable occurs.

Governance

We offer personal as well as professional guidance ensuring your structure follow all globally recognised and local guideline.