Private
Wealth Services
At Quartz we provide long-term wealth advisory services for successful, wealthy and ambitious families, professionals and business owners
Our starting point is to understand what is important to you and take a holistic view of your situation. We design a customised strategic plan that meets your current needs, grows with you and helps you reach your goals.
Get peace of mind that comes from having a trusted adviser relationship with an experienced team that know you and your family. We are here to reduce the complexity that can come with wealth and help you get the balance you want between living now, safeguarding/protecting your future and growing wealth for future generations.
Wealth planning and wealth management are at the heart of our Private Wealth Services, and where needed services extend to a broader offering, including inter-generational services, family business advisory and charitable strategies. Unlike many traditional wealth advisory providers, the scope of your advisory service is driven by your complexity of your situation, not by the amount of money you have to invest.
We are intentionally a boutique wealth management firm and work with a small group of clients who want to have a long-term partnership where genuine relationships matter.
