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Since 2016, FigTree Financial has been supporting families to protect and enhance their wealth. Why? So they can maintain a high-quality of life and feel comfortable and confident in their financial position.
With 100 clients, 250m USD AUM and a friendly, knowledgeable team committed to offering honest advice on investment, tax, insurance, business and family finances - we deliver financial plans that continually support you and your loved ones.
To help multi-generational families, institutions and entrepreneurs manage the complex issues that accompany significant wealth and assets in a way that adds value and creates lasting impact.
We customise sophisticated strategies that fit the unique needs of individuals, families, and institutions.
Our purpose is to provide unwavering counsel and craft tailored, sophisticated strategies that cater to the exact needs of individuals and institutions alike.
We act as your trusted advisor, ally, and confidant as we guide you along a clearly defined path towards your family or business legacy with tailored financial strategy and support.
Our values are not mere words written on a whiteboard; we live and breathe them every day and they form the very foundation of what we do, driving our commitment to delivering unparalleled service and solutions.
Our family office team are your trusted advisors, addressing and resolving the complexities of significant wealth and ensuring a lasting generational impact.
