High Net Worth – Guardant Advisors

High Net Worth Services

Elevating Wealth for High-Net-Worth Individuals

For those who have achieved substantial success and accumulated significant wealth, the journey doesn’t end with growing assets—it begins with preserving, optimizing and passing on a legacy. Our high-net-worth offering is designed to align with your distinct goals, unique opportunities and complex financial landscape.

Strategic Wealth Advisory

When your financial picture spans multiple asset classes, business interests, real estate, philanthropy and generational transfer, you need a strategy built for high complexity. We help you craft an overarching roadmap.

High Net Worth Services

Tailored services crafted for complex wealth situations.

Discovery & Profiling

Discovery & Profiling: We craft tailored investment strategies, focusing on asset allocation and portfolio management to align seamlessly with your family's financial goals.

Comprehensive audit of asset structure: personal, business, real estate, alternative holdings, family trusts.

Definition of bespoke objectives: lifestyle funding, opportunistic deployments, philanthropic legacy, smooth generational transfer.

Strategic Architecture

Risk and opportunity assessment across your full wealth ecosystem — concentrated holdings, illiquid positions, cross-border exposures, real-estate, art/collectibles.

Design of a diversified and flexible architecture: layered allocations, private market exposure, tax-sensitive execution, tailored liquidity planning.

Governance and reporting frameworks aligned with your complexity and preferences.

Implementation & Stewardship

Seamless execution across sophisticated vehicles: direct investments, co-investments, entity structures, private funds—on a discretionary or advisory basis depending on your preference.

Oversight of performance, cash-flow, valuation and exit timing for illiquid holdings; active coordination of tax, estate and trust workstreams.

Regular strategic reviews, real-time advisory for major decisions (e.g., business sale, property divestment, charitable gift, legacy transition).

Why Choose Us

Bespoke, High-Touch Service

You receive an experienced team accustomed to working with ultra-affluent individuals and families, paying particular attention to bespoke vehicles, tax sensitive structures and legacy thinking.

Deep Expertise Across Wealth Complexity

From business owners and executives with concentrated equity, to those holding substantial real estate or alternative strategies, our advisors bring depth in managing multi-asset ecosystems, illiquidity, generational transfer, and cross-jurisdictional issues.

Build Your Lasting Legacy

Don’t merely manage wealth—elevate it, protect it, and pass it on with intention. With our high-net-worth services, your financial architecture becomes as exceptional and enduring as the life you’ve built.