WE INSTITUTIONALIZE, PROTECT, AND GROW
YOUR WEALTH

FOR THE GENERATIONS TO COME.

WE INSTITUTIONALIZE, PROTECT, AND GROW YOUR WEALTH

FOR THE GENERATIONS TO COME.

ABOUT US

Sur is a Multi Family Office built with the purpose of enabling clients to institutionalize their wealth – protecting and growing it for the generations to come. The first step in our process is to develop a complete understanding of how a family’s wealth is held, taking the view that learning its value is the first step in protecting it and planning for the future.

At the heart of our business is also our goal to be a trusted adviser committed to growing a family’s wealth for future generations. We aim to build long term relationships, develop a complete and comprehensive understanding of our client’s circumstances and tailor our approach to meet their needs and aspirations.

We give our clients access to opportunities and curate a team of advisers in specialist areas to assist them with their wealth planning journey. We are also committed to service excellence with a focus on delivering high-quality work and exceptional customer service.

ELEVATE YOUR JOURNEY TO WEALTH WITH EXPERT GUIDANCE AND UNPARALLELED SERVICE

OUR SERVICES

We give our clients access to opportunities and curate a team of advisers in specialist areas to assist them with their wealth planning journey. We are also committed to service excellence with a focus on delivering high-quality work and exceptional customer service.

CONSOLIDATED REPORTING

ESTATE PLANNING & STRUCTURING

REAL ESTATE SOLUTIONS

PRIVATE OFFICE

Through this service, we aim to provide a family with a complete picture of their wealth across relevant asset classes, and a streamlined set of consolidated reports on an ongoing basis.

We also provide a value assessment, a comprehensive analysis of costs, charges and other key factors, and agreed portfolio analytics.

Central to our business is the goal of preserving wealth for future generations. Through our estate planning and structuring arm, we maintain a panel of experts to provide clients with the best possible advice and assistance to meet their long-term goals.

This may involve succession planning, estate planning, trust administration, tax advice, and assistance with governance and other long-term services.

We provide an “end-to-end” solution for families seeking to buy residential property in London as a second home.

Our services range from identifying a suitable property to providing support and assistance throughout the acquisition process.

We aim to provide a service that is second to none, and to provide comfort that all the angles are covered, and a trusted adviser is taking care of your interests.

We provide various additional “value add” services for select clients through a panel of experts carefully vetted for their expertise and attention to detail.

The services available via this arm of our business include concierge service, property management, education, and healthcare panel of experts.

Through this service, we aim to provide a family with a complete picture of their wealth across relevant asset classes, and a streamlined set of consolidated reports on an ongoing basis. We also provide a value assessment, a comprehensive analysis of costs, charges and other key factors, and agreed portfolio analytics.

Central to our business is the goal of preserving wealth for future generations. Through our estate planning and structuring arm, we maintain a panel of experts to provide clients with the best possible advice and assistance to meet their long-term goals. This may involve succession planning, estate planning, trust administration, tax advice, and assistance with governance and other long-term services.

We provide an “end-to-end” solution for families seeking to buy residential property in London as a second home. Our services range from identifying a suitable property to providing support and assistance throughout the acquisition process. We aim to provide a service that is second to none, and to provide comfort that all the angles are covered, and a trusted adviser is taking care of your interests.

We provide various additional “value add” services for select clients through a panel of experts carefully vetted for their expertise and attention to detail. The services available via this arm of our business include concierge service, property management, education, and healthcare panel of experts.

Sur Multi Family Office Limited
3rd Floor, 73-77 Brook Street
London, W1K 4HX

TERMS & CONDITIONS