Wealth
A curated network across wealth, tax and fiduciary matters.
Catalyst Partners works with entrepreneurs, business owners and private clients whose financial affairs require specialist input across wealth, tax, fiduciary, offshore, foreign exchange and structuring matters. The Wealth capability is delivered through a selected network of specialist and licensed partners.
Wealth Relationships
Access to selected wealth specialists for entrepreneurs, business owners and private clients requiring a more considered advisory relationship.
Tax Coordination
Access to appropriate tax specialists for personal, corporate, trust and structuring related tax considerations.
Fiduciary and Estate
Specialist support around wills, estates, trusts, succession and fiduciary administration through appropriate professional partners.
Trusts and Structures
Coordination around trusts, companies, family structures and related legal or administrative requirements.
Offshore and Foreign Exchange
Specialist relationships for offshore considerations, foreign exchange, international payments and related cross border requirements.
Specialist Banking
Access to selected banking and cash management relationships where appropriate to the client context.
Specialist relationships selected for quality, discretion and relevance.
Catalyst's Wealth capability is built around a carefully selected panel of specialist providers across wealth, tax, fiduciary, banking, foreign exchange and related private client services.
The focus is on introducing the right expertise for the client's context, rather than offering a generic referral network.