Why work with Apollo

Our clients work with Apollo Partners for many reasons; the most common ones are that we:
  • Offer independent advice – This is essential. Our only objective is to offer the best advice, as we do not sell any products.
  • Help our clients invest their wealth more effectively – By reducing costs, enhancing performance and minimising risks.
  • Save our clients time – Our clients are patriarchs and matriarchs of multi-generational, multi-jurisdictional, and multi-currency families. They appreciate the complexity involved in co-ordinating the family’s affairs. We can help with a lot of the “heavy lifting” by co-ordinating our clients’ affairs.
  • Bring clarity – By breaking down the complexity and prioritising the issues, we provide clients with a clear overview and clear choices.
  • Offer continuity – Individuals (employees) change firms on a regular basis. Clients are frustrated by having to repeat their story and share confidential information with a myriad of advisors. We own our own business, and we are passionate about helping our clients thrive over many generations.
  • Have a proven track record – Obviously, there are plenty of experts offering advice. Our offering is unique because we have seen the issues from almost every angle: as trustees, as investment bankers, as private bankers, as family officers, as traders and perhaps most importantly, as clients ourselves. Over the years, we have saved our clients money and helped them achieve their goals.
At Apollo Partners we work with our clients to:
  • Identify the right questions,
  • Find the optimal answers, and
  • Implement practical solutions.
If you are concerned about any of the following issues, you should talk to Apollo Partners:

Wealth Management

  • Have you suffered from poor performance at the hands of bankers incentivised to sell you their in-house products?
  • Is your banker working for you or for the bank? Does he advise or sell?
  • Do you know exactly what fees you are currently paying, both directly and indirectly?
  • Does your banker truly understand your needs and does he help you to achieve them?
  • Do you have a fully consolidated picture of all your assets, and more importantly, of all the collective risks, such as currency risk, tax risk, concentration risk?
  • Are you worried about protecting your assets from deflation and inflation?

Your Business

  • Are you concerned about your business’s ability to support your family’s income needs?
  • Are you concerned about who will succeed you in the business?
  • Are you concerned about having sufficient liquidity from your business?

Your Family

  • Are you concerned about your children’s future?
  • Are you concerned about the different and sometimes conflicting demands of your offspring?
  • Are you concerned about creating trust fund babies?
  • Are you concerned that you do not have enough time to deal with your family’s affairs?

Your Structures

  • Are you concerned that your structures are not well administered?
  • Are you concerned that your structures are outdated, with recent regulatory and tax changes?
  • Are you concerned that your structures may be challenged, either by governments, litigants or other family members?