The discreet partner of family offices, family businesses and globally exposed clients. We quietly implement the advice you receive — fortifying the protection of your assets and income stream.
We quietly help our clients implement — correctly — the advice they receive from their professional advisors. This fortifies the protection of their assets and income stream.
We utilise our team's inter-disciplinary skillset, our methodology and our proprietary tools — Bespoke Sentinel Radar™ and Oracle Mitig8™ — to transform uncertainty into a tangible, identifiable action plan.
"Volatility becomes your friend, not your foe."
Founded to serve the financial and investment industry — evolved to family businesses, family offices and international structures. Our slogan is just as relevant as the day we started:
"Your Success is Our Best Investment."
We accurately predicted and forewarned clients in 1995, 1996, 1997, 1998, 2000, 2001, 2003, 2004, 2005, 2007, 2012, 2013, 2014, 2018, 2020, 2021 and 2023 of local and international events that impacted their specific structure.
Advised on numerous complex international transactions — speed of execution, due diligence and an understanding of the critical elements that move a deal.
Day-to-day operations with numerous regulators. International expansion, restructuring and cross-border activity across multiple jurisdictions.
Guiding clients through complex international tax structuring — ensuring stability, protection, control and growth of long-term assets.
Trusts, foundations, trustees and protectors. Substantive, resilient structures attuned to the EQ of family dynamics.
01Working alongside your lawyer, tax advisor, accountant or wealth manager — we implement advice so it is fit-for-purpose and resilient to challenges.
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02Identification of opportunities and risks through InvestCor's methodology, developing a bespoke client portfolio with the Oracle Mitig8™ platform.
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03Structures tailored to your specific circumstances with continuous monitoring and war-gaming via the Bespoke Sentinel Radar™ programme.
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04Participating in the due diligence process and identifying the areas that demand particular, in-depth attention.
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05Navigating interpersonal dynamics in global, family-run businesses — training personnel and key team members for the long horizon.
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06Ongoing development of AI platforms calibrated specifically to the factors influencing each individual client's portfolio.
Read moreEvery structure we build begins with a private conversation. No obligation — just clarity on where you stand and what is possible.
The Core Team is made up of experienced individuals providing an inter-disciplinary skillset, approach and methodology — led by our founder.
George brings over three decades of corporate legal experience combined with extensive entrepreneurial and operational exposure to many different types of business.
He has personally advised on or been involved in transactions exceeding $5 billion in local and international impact — helping clients act early to capture opportunities or avoid catastrophic outcomes.
Complementary skillsets enabling the best interpretation of data and the identification of opportunities and risks.
Each individual inherently carries their own cross — their own internal challenges. We respect that and work with it. No judgement.
We have your back. Your best interests come first — always, and without compromise.
From Greek: philos (love, friendship) and timi (honour). Empathy, kindness, respect and responsibility — doing the right thing simply because it is the right thing.
We work with a select number of clients to ensure every engagement receives the depth, discretion and focus it deserves.
We are proud to be the Authorised Partner of The Minotaur Group's products and services in Europe — extending a global network of expertise, intelligence and bespoke risk engagements to our clients.
STEP is a global professional body, with more than 23,000 members comprising lawyers, accountants, trustees and other practitioners that help families plan for their futures.
Proud member of the Cyprus – South Africa Business Association, strengthening cross-border ties between two strategic jurisdictions.
