Capital governed as a whole.
Affluent families have ecosystems of capital. Wealth management with Altura Green provides integrated oversight across the full spectrum of a client's capital ecosystem—across operating businesses, investment portfolios, private holdings, trusts, partnerships, real estate and other structures—often spanning multiple jurisdictions and generations.
A consolidated view of family capital.
We find that effective wealth management requires a complete understanding of how each component relates to the others and how decisions made in one area affect the family's broader position.
Altura Green provides the oversight and coordination that bring this complexity into a coherent whole. Working across advisors, managers, structures and jurisdictions, we maintain a consolidated view of family capital and support informed decision-making at every level.
Portfolio Management
Each family's investment mandate is constructed from first principles at the outset of the relationship, documented, and reviewed in direct conversation at regular intervals and whenever material circumstances change. Every framework is built for the family that holds it.
Investment policy construction aligned with each family's objectives, time horizon, risk parameters, and liquidity requirements.
Structured according to the family's governance preferences; both can coexist within the same estate, applied to different pools.
Listed equities, fixed income, private equity, real assets, alternatives, and digital assets, coordinated across the full portfolio.
Access to and ongoing evaluation of external managers, fund structures, and co-investment opportunities.
Deal flow originating from Altura Green's direct institutional network, assessed independently before presentation to any family.
Multi-currency balance sheet oversight, cash flow structuring, and hedging calibrated to the family's real operational needs.
Reporting & Compliance
Altura Green produces reporting that serves as a working tool for our clients. Every position, in every vehicle, across every jurisdiction, is captured and updated on a frequency agreed with the family. Our teams aim to present data in a format that supports decision-making rather than obscures it.
- 01Consolidated portfolio reporting
- 02Performance reporting
- 03Regulatory and compliance oversight
- 04FATCA, CRS, and automatic exchange
- 05Audit support
Tax & Fiduciary
Altura Green coordinates the tax and fiduciary dimensions of each family's estate. Tax efficiency is the outcome of a structure that was designed correctly from the outset and maintained with continuous attention to the evolving regulatory environment in every relevant country.
We do not offer direct tax advice. Instead, we represent the function that holds all tax advisors, trustees and fiduciaries accountable to each other and to the family's overarching intentions.
Coordination of the family's holding structure across jurisdictions to achieve an efficient and defensible overall tax position.
The appointment, instruction and ongoing governance of fiduciary parties across trust and foundation structures.
Ensuring that each jurisdiction's obligations are met in a manner consistent with the overall structure.
Forward-looking advice on residency, domicile, and asset location decisions with material tax consequences.
Ensuring that structures have the operational and decision-making substance required to withstand regulatory scrutiny in each jurisdiction.
Insurance
A significant estate carries exposures that standard personal insurance programs are not designed to address—and that institutional programs rarely address with sufficient precision for the specific profile of a private family.
Altura Green advises on and coordinates the insurance architecture of each family within the circle, treating risk transfer as a portfolio discipline rather than an administrative function. Coverage is reviewed across every asset and every exposure and placed through structures appropriate to the scale and nature of the risk.
- 01Life insurance
- 02Personal and family liability
- 03Property and asset insurance
- 04Business interests
- 05Insurance portfolio review