Private Wealth | Wealth & Protection

Personal wealth and protection, coordinated around your life.

Private Wealth brings personal liquidity, protection, and planning priorities into a coordinated discussion. It works alongside your existing advisors and the relevant qualified professionals, with services defined by jurisdiction and engagement.

Who it serves

For principals whose personal and business affairs meet.

Business owners approaching a liquidity event, founders with assets in more than one country, and families who want their personal plans to stay consistent with their companies and their succession intentions.

Capabilities

Four areas of coordinated work.

Personal wealth overview

A clear picture of personal assets, obligations, and holdings across jurisdictions, prepared with your existing advisors.

Liquidity needs

Personal cash flow, post-exit liquidity, and the timing of distributions once they become a personal planning matter.

Protection and insurance coordination

A review of protection needs and coordination of insurance implementation through appropriately qualified and licensed providers.

Planning and advisor coordination

Connecting financial planning, investment advisors, and tax professionals so decisions are sequenced and documented.

Illustrative deliverables

What an engagement can produce.

Personal financial overview
Liquidity priorities and timing
Protection review
Advisor coordination plan

How it connects

Linked to the platform, with clear roles.

Coigne Capital

Addresses company proceeds, corporate treasury, and corporate structures before they become personal matters.

Corporate capital planning

Coigne Legacy

Owns succession objectives, family governance, and transfer intentions. Private Wealth addresses the personal liquidity and protection behind them.

Coigne Legacy

Synexum Labs

Can build reporting and records systems where a family needs consolidated, controlled information.

Synexum Labs

Engagement boundaries

What Private Wealth does not do.

Private Wealth does not hold custody of assets, manage portfolios on a discretionary basis, or deal in securities. Investment advice, insurance products, and legal or tax opinions are provided by appropriately qualified professionals in the relevant jurisdiction. Each provider's scope, responsibilities, and compensation are identified in the engagement documentation.

Start with a confidential conversation.

Tell us about your circumstances. A principal reviews each inquiry and explains which professionals would be involved.

Start a Confidential Conversation