WHAT DO WE DO?

We are a specialist private client firm primarily serving high net worth individuals, families and their enterprises. Our focus is to understand our clients and their objectives, to provide expertise and pragmatism in our advice and to be creative and constructive with our ideas. We offer guidance through the maze of law, regulation and bureaucracy faced by investors and businesses, always operating within the law, clarifying the complex and ensuring informed decision making.

The group is made up of four main businesses by which we bring expertise and services together to meet the specific needs of our clients:

• CM Skye, which provides tax, trust, corporate and fiduciary management services. We are able to bring the advice and analysis stage of planning together with the implementation of the chosen strategy and the ongoing professional management service so that there is a consistency of relationship and understanding throughout the planning process.
• CM Private Office, which provides a mix of services for the management of clients’ personal affairs around the world.
• CM Fund Services, which provides administrative and directorship services to offshore investment funds structured as companies, unit trusts or limited partnerships. We act for hedge funds, property funds, art funds, private equity and venture capital funds and more routine equity and bond funds.
• CM Finance, which undertakes private capital transactions for clients in relation to a variety of asset types, such as small businesses, real estate, works of art and yachts.

However, as we often act as our clients’ close advisers and trustees, we intentionally refrain from offering investment advice or asset management. In these sectors, we work together with many of the world’s most reputable investment managers and banking institutions.

We seek to provide our clients and their advisers with continuity of strategy and services, delivering integrated solutions rather than isolated advice for specific areas. By working closely together as a team, we analyse each client’s situation carefully and make the chosen strategy happen.