YOUR PRIVATE CLIENT OFFICE
Clarity. Direction. Confidence in Every Market.
Services
At Coleman Wealth Private Client Office, through our regulated entities, we deliver a global private client office platform designed for modern and internationally active individuals, families, and entrepreneurs. We offer a broad and sophisticated service suite.
- Active asset allocation with institutional-grade oversight
- Proprietary and third-party fund selection
- Integration of ESG, thematic, and impact considerations
- Dynamic risk management and drawdown mitigation
- Full delegation and regular performance reporting.
- Additionally, access to exclusive institutional grade Morgan Stanley portfolios
- Investment recommendations aligned with client preferences
- Full access to research, trading ideas, and portfolio reviews
- Pre-trade analysis and scenario modelling
- Flexibility and control retained by the client
- Advice across direct investments, funds, and structured solutions in partnership with Morgan Stanley
- Direct market access across equities, bonds, FX, and funds
- Efficient trade execution via Tier 1 custodians and brokers
- Post-trade settlement, reporting, and custody
- Available to eligible clients who prefer to self-direct their investments
- Deal sourcing through global institutional and family office networks
- Access to top-tier Private Equity, Private Credit, and Real Asset funds
- Direct investments and co-investment opportunities
- Debt structuring and bespoke financing solutions for private clients and family-owned businesses
- Corporate advisory and capital raising for client ventures and strategic partners
- Special situations, pre-IPO access, and secondaries
- Crypto-Originated Wealth: We welcome clients whose wealth is derived from crypto-related activities, including trading, mining, DeFi, or blockchain-based businesses.
- Direct Crypto Wallet: Support For clients holding digital assets directly, we can facilitate secure custody arrangements through trusted institutional-grade partners, offering wallet protection, reporting, and integration into your overall wealth strategy.
- Regulated, Secure & Compliant: All custody solutions are structured through regulated custodians with robust security protocols and global reach.
- A Crypto-Friendly Private Client Office: Unlike many traditional private banks that remain cautious or closed to crypto, Coleman Wealth Private Client Office embraces innovation and supports clients with digital asset exposure through bespoke structuring, reporting, and cross-asset planning.
- Gateway to Luxury Assets: Coleman Wealth Private Client Office acts as a trusted gateway for clients seeking access to art, classic cars, luxury real estate, yachts, aircraft, and fine collectibles.
- Curated Network of Experts Through our established partnerships, we connect clients with a carefully selected pool of industry-leading specialists, including independent advisors, brokers, and curators.
- One-Stop Private Client Platform: While Coleman Wealth Private Client Office does not directly advise on these assets, we act as a central point of contact, ensuring clients are introduced to the right experts based on their specific needs and location.
- Tailored Introductions.: Discreet Support. Whether you're acquiring, financing, insuring, or selling luxury assets, our team will coordinate access to bespoke, confidential, and client-aligned solutions.
- Cross-border structuring and estate planning
- SIPP transfers and pension consolidation
- Tax-efficient wrapper advice and offshore bond structuring
- Family governance and succession strategy: (Dedicated support for family constitutions, governance frameworks, and next-gen education programmes)
- Philanthropy and next-generation planning
- Coordination with external advisors and banks globally