Our extensive experience with first-generation and multigenerational families, from various backgrounds and industries of business spanning the globe, gives us a unique and truly distinct know-how proficiency to deal with the complex issues and the evolutionary environment and requirements that are distinctive to Family Offices. This enables us to anticipate client needs and align our resources and advice accordingly. We provide our clients with a solid foundation and exceptional set of services to encompass all aspects of their Wealth and Family needs for the present and future generations, by aligning the underlying objective of passing down one's family values and heritage to succeeding generations. Our dedicated team of professionals and trusted partners will take the time to precisely assess your individual situation and find absolutely bespoke and tailored wealth management, corporate and structuring solutions.Read more
We believe it requires dedicated expertise, trust, transparency, vision and commitment to help achieve clients financial goals and security. We also understand the immense responsibility that we are entrusted with when managing clients Assets and Capital. As a team of professionals with a vast amount of Asset Management experience and expertise, we can also ascertain and appreciate that the best of Investment and Asset Management talent is not limited to one geographic location/jurisdiction or Investment manager.Read more
When planned and well managed with intent and conviction, your finances and assets can help you to achieve your objectives and get what you want from life. From providing for your family long-term to achieving your life-long ambitions, meeting financial goals or growing your business, if it matters to you, it matters to us. This is why we develop and construct insights, sound advice, and manage and innovate bespoke solutions to help you define your intentions and fully realise them.Read more
The HELMS team has a long-standing reputation of providing innovative corporate, fiduciary and administrative solutions for the Funds sector, predominantly in the Alternatives Investment arena, which mainly includes, Real Estate, Private Equity and Venture Capital and Hedge Funds. With decades of experience, highly qualified experts, a global network and cutting edge technology, HELMS is able to provide efficient end-to-end comprehensive support. HELMS typically assists early-mid stage fund managers to establish their own funds whilst enabling them to retain strategic independence through outsourcing issues such as; set-up of corporate structure, administration, compliance with regulation, middle office/operations, risk monitoring/management, client inquiry management, etc. HELMS will ensure all of your requirements are met with a bespoke approach thus allowing managers to focus on generating alpha.Read more
At HELMS, we not only serve Private Clients and Institutional Funds, but Corporate companies alike. Whatever your capital structure, HELMS is able to offer ample products and services catered and accommodating to your needs. Whether you are fundraising, acquiring, re-structuring or looking to fulfil a short term investment/project, we can help you at all stages and deliver a fully inclusive service to enable you to meet your ambitions.Read more
At HELMS Family Office and Asset Management, we truly believe in being partners with our clients. We consider your business as our business, your growth as our growth, and your success as our success.
With the intention of building long-standing relationships with our clients based on trust and mutual respect, upholding clients' values, objectives and goals is at the forefront of every aspect of our business. We provide customised solutions to manage and provide for all of your wealth planning and investment needs, with utmost discretion and efficiency. We aspire to go above and beyond to exceed expectations, and we pride ourselves on being able to consistently deliver excellence in our services.
As we aim and focus on building a partnership, the services we offer are not only related to investments but also dedicated support, marketing, business/corporate development and technical analysis. We structure and assist clients in their development on a long-term basis and are willing to actively participate in the evolution of their business.