Apt Private Capital

We know that as wealth accumulates, so does the complexity of wealth management and wealth preservation. We work closely with you and your family to build, grow, and protect your wealth. And when you are ready, we will help you plan for its effective transfer to the next generation.

Apt Private Capital has a long history of helping families manage their investments and their multi-generational wealth strategies. Our dedicated team will take the time to understand your vision, and will utilise our network of experts and work closely with your trusted partners to ensure your vision becomes a reality.

 

Contact an Apt Private Capital adviser

We understand your challenges

How do I slow down and enjoy life?

How do I slow down and enjoy life?

What is my succession plan?

What is my succession plan?

Is my wealth adequately protected?

Is my wealth adequately protected?

What will my legacy be?

What will my legacy be?

Our Services

    • Family Succession
      We work with you and your family to get a deep understanding of your vision, goals, family objectives and dynamics. From there we create a bespoke strategy to help grow and protect your family’s wealth and your legacy.
    • Family Governance and Risk Management
      Lorem ipsum dolor sit amet, consectetur adipiscing elit. Donec non augue eget purus feugiat consectetur non nec ex. Aliquam diam ante, dictum eu tortor viverra, sollicitudin interdum erat. Aliquam diam ante, dictum eu tortor viverra, sollicitudin
    • Retirement Planning
      Retirement looks different for everyone. For some, it is a point in time when work stops and a new phase of life begins, for others it can be a gradual phasing out of work. Whatever your circumstances, our goal is to help you maximise this exciting stage of life.
    • Investment Management and Asset Allocation
      We work with you to select the right options to suit your investment requirements. Our asset allocation is based on providing the right asset mix, whilst balancing risk versus long-term return. We regularly evaluate your asset allocation, ensuring that it continues to work for you.

    • Asset Structuring
      Lorem ipsum dolor sit amet, consectetur adipiscing elit. Donec non augue eget purus feugiat consectetur non nec ex. Aliquam diam ante, dictum eu tortor viverra, sollicitudin interdum erat. Aliquam diam ante, dictum eu tortor viverra, sollicitudin
    • Tax Planning
      Taxation rules and regulations can be complex and change regularly. Our advisers will work with you to ensure that your investments and assets are tax-effective.
    • Estate Planning
      Estate planning is an important step in ensuring your affairs are in order. We will work your trusted advisers to guide you on the most tax-effective method of distribution, we can help set up a trust for your beneficiaries to provide both protection and taxation benefits.

    • Philanthropic services
      Many of our clients want to give back to the community. Our advisers can help you give in the most effective way. Our services include structuring your giving, establishing and managing charitable trusts, finding suitable causes to support and helping you leave a legacy through your will.

    Family Succession

    We work with you and your family to get a deep understanding of your vision, goals, family objectives and dynamics. From there we create a bespoke strategy to help grow and protect your family’s wealth and your legacy.

    Family Governance and Risk Management

    Retirement Planning

    Retirement looks different for everyone. For some, it is a point in time when work stops and a new phase of life begins, for others it can be a gradual phasing out of work. Whatever your circumstances, our goal is to help you maximise this exciting stage of life.

    Investment Management and Asset Allocation

    We work with you to select the right options to suit your investment requirements. Our asset allocation is based on providing the right asset mix, whilst balancing risk versus long-term return. We regularly evaluate your asset allocation, ensuring that it continues to work for you.

    Asset Structuring

    Tax Planning

    Taxation rules and regulations can be complex and change regularly. Our advisers will work with you to ensure that your investments and assets are tax-effective.

    Estate Planningn

    Estate planning is an important step in ensuring your affairs are in order. We will work your trusted advisers to guide you on the most tax-effective method of distribution, we can help set up a trust for your beneficiaries to provide both protection and taxation benefits.

    Philanthropic Services

    Many of our clients want to give back to the community. Our advisers can help you give in the most effective way. Our services include structuring your giving, establishing and managing charitable trusts, finding suitable causes to support and helping you leave a legacy through your will.


    • Business Succession Planning
      Planning the successful succession of your business can be emotional and fraught with anxiety. Our adviser will work with you to map out a clear succession plan, minimising the risk to your business and ensuring your successful transition to retirement.

    • Family Governance and Risk Management
      Lorem ipsum dolor sit amet, consectetur adipiscing elit. Donec non augue eget purus feugiat consectetur non nec ex. Aliquam diam ante, dictum eu tortor viverra, sollicitudin interdum erat. Aliquam diam ante, dictum eu tortor viverra, sollicitudin
    • Retirement Planning
      Retirement looks different for everyone. For some, it is a point in time when work stops and a new phase of life begins, for others it can be a gradual phasing out of work. Whatever your circumstances, our goal is to help you maximise this exciting stage of life.
    • Investment Management and Asset Allocation
      We work with you to select the right options to suit your investment requirements. Our asset allocation is based on providing the right asset mix, whilst balancing risk versus long-term return. We regularly evaluate your asset allocation, ensuring that it continues to work for you.
    • Multi-generational Wealth Planning
      We work with you and your family to get a deep understanding of your vision, goals, family
      objectives and dynamics. From there we create a bespoke strategy to help grow and protect
      your family’s wealth and your legacy.
    • Asset Structuring
      Lorem ipsum dolor sit amet, consectetur adipiscing elit. Donec non augue eget purus feugiat consectetur non nec ex. Aliquam diam ante, dictum eu tortor viverra, sollicitudin interdum erat. Aliquam diam ante, dictum eu tortor viverra, sollicitudin
    • Tax Planning
      Taxation rules and regulations can be complex and change regularly. Our advisers will work with you to ensure that your investments and assets are tax-effective.
    • Estate Planning
      Estate planning is an important step in ensuring your affairs are in order. We will work your trusted advisers to guide you on the most tax-effective method of distribution, we can help set up a trust for your beneficiaries to provide both protection and taxation benefits.

    • Philanthropic services
      Many of our clients want to give back to the community. Our advisers can help you give in the most effective way. Our services include structuring your giving, establishing and managing charitable trusts, finding suitable causes to support and helping you leave a legacy through your will.

    Business Succession Planning

    Planning the successful succession of your business can be emotional and fraught with anxiety. Our adviser will work with you to map out a clear succession plan, minimising the risk to your business and ensuring your successful transition to retirement.

    Family Governance and Risk Management

    Retirement Planning

    Retirement looks different for everyone. For some, it is a point in time when work stops and a new phase of life begins, for others it can be a gradual phasing out of work. Whatever your circumstances, our goal is to help you maximise this exciting stage of life.

    Investment Management and Asset Allocation

    We work with you to select the right options to suit your investment requirements. Our asset allocation is based on providing the right asset mix, whilst balancing risk versus long-term return. We regularly evaluate your asset allocation, ensuring that it continues to work for you.

    Multi-generational Wealth Planning

    We work with you and your family to get a deep understanding of your vision, goals, family objectives and dynamics. From there we create a bespoke strategy to help grow and protect your family’s wealth and your legacy.

    Asset Structuring

    Tax Planning

    Taxation rules and regulations can be complex and change regularly. Our advisers will work with you to ensure that your investments and assets are tax-effective.

    Estate Planningn

    Estate planning is an important step in ensuring your affairs are in order. We will work your trusted advisers to guide you on the most tax-effective method of distribution, we can help set up a trust for your beneficiaries to provide both protection and taxation benefits.

    Philanthropic Services

    Many of our clients want to give back to the community. Our advisers can help you give in the most effective way. Our services include structuring your giving, establishing and managing charitable trusts, finding suitable causes to support and helping you leave a legacy through your will.

Our Approach

Develop a deep understanding

We work with you to create a family brief which outlines your family’s goals and objectives. From there we conduct a series of family meetings to get a deep understanding of the dynamics and the long-term objectives for the entire family and each individual member.

Design a bespoke family strategy

With this deep understanding of your vision, goals, family objectives and dynamics, we create a bespoke strategy that maps out our approach, ensuring we grow and protect your wealth, and your legacy.

Work closely with your trusted partners

We understand the importance of holistic advice. We will work closely with your trusted partners, utilising our specialist consultants, and partners to facilitate and advocate for your family ensuring you achieve your vision and plan for the future.

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