Adiva Wealth
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Wealth advisory — individuals & families

Your personal wealth. One partnership.

Advisory for the internationally mobile.

Each discipline is built around you and your family — your assets, your jurisdictions, your intentions. Every engagement begins with the whole picture, then narrows to the decisions that actually move your position.

Seeking advisory support for your business? See our business advisory practice, for operating companies and privately held businesses.

Our services

01

Investment Advisory

A portfolio that reflects your objectives, not a model allocation.

  • Strategy and asset allocation built around your objectives and liquidity horizon
  • Risk assessed across the whole balance sheet, not line by line
  • Continuous review, with the reasoning behind every change written down
02

Tax Optimization & Planning

Lawful efficiency across every jurisdiction you touch.

  • Tax-efficient structuring across residencies, entities and holdings
  • Planning ahead of major events — liquidity, relocation, transition or sale
  • Coordinated directly with your existing tax and legal counsel
03

Retirement Planning

Income architecture that holds the lifestyle you have.

  • Long-term income modelled across currencies and scenarios
  • Investment planning aligned to future commitments and drawdown
  • Stress-tested against inflation, longevity and market drawdown
04

Real Estate Advisory

Property assessed on yield, leverage and tax drag.

  • Acquisition and divestment guidance, with financing and holding structure
  • Existing holdings reviewed on net return, not headline value
  • Property positioned within the wider wealth strategy
05

Estate & Succession Planning

Wealth transferred exactly as you intend.

  • Succession and preservation strategy across jurisdictions
  • Structuring for efficient transfer, with asset protection considered
  • Family governance, so the next generation inherits clarity as well as capital

How an engagement unfolds.

01 —

Introduction

A confidential conversation to understand your position and what you want changed.

02 —

Discovery

Full picture of assets, liabilities, structures, jurisdictions and family intentions.

03 —

Framework

A tailored framework bringing together our recommendations, proposed structure, scope of engagement and commercial terms.

04 —

Execution

We take ownership of the agreed strategy from approval through implementation, managing each step with precision, discretion and accountability.

Tell us what you'd like handled differently.

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