Wealth advisory — individuals & families
Thinking in generations,not in quarters.
Two desks. One standard of counsel. Private wealth for individuals and families, and corporate advisory for the operating companies they own — held together by a single accountable team, wherever in the world you are based.
A connected perspective
Two desks. One standard of counsel.
Whether structuring personal wealth across borders or advising the operating company that generated it, our clients work with one advisory desk.
Trust built through experience
20+
Years of experience
200+
Clients advised
100%
Satisfied clients
The practice
Two desks, held to the same standard.
Managing your wealth should feel like one relationship — not a corridor of departments.
We were founded by advisors who spent two decades inside leading banks and family offices. Adiva keeps that expertise, and removes everything that made it slow.
For individuals & families
Six disciplines, one strategy.
Real assets
Property, treated as portfolio — not as trophies.
We advise on acquisition, financing structures, holding entities and eventual exit, so each property earns its place in the wider balance sheet.
How we work
Discretion first
Nothing about your affairs travels further than the partners trusted to act on them.
One accountable team
The advisors in your first meeting are the advisors who guide your engagement throughout.
Fee transparency
Every cost is stated in advance. No embedded commissions, no product bias.
A new chapter in your wealth journey begins with one conversation.
Discreet, unhurried, and without obligation. We'll tell you plainly whether we're the right firm for your situation.