scale your success With taylor,
Your Personal Wealth Office

We understand that you’ve made it, but you’re not resting. With us, you’ll have
 access to advanced financial products previously saved only for ultra-high net
worth investors. 

As a team of dynamic professionals, we deliver a standout investment strategy,
 paired with a down-to-earth attitude, and unwavering,  reliable service. We’re here
to build a partnership that transcends typical client relationships, enabling you to
 thrive and shape the future you envision. We speak your language, making wealth
 management simple and accessible 24/7.

our services

Personalized Financial Management

Tailored strategies that align with your financial preference and lifestyle goals, factoring in your existing assets into a holistic financial view and investment strategy.

Personalized Financial Management

We seek to guide you through a selection of exceptional portfolio managers-each a master in his investment domain.

Supervision and Monitoring

We ensure the execution of your investment strategy, regularly monitoring the performance of your asset portfolio and suggest strategic tilts according to market trends.  

Dynamic Asset Allocation

to match your risk-reward appetite across various investment classes such as Fixed income, Equities, Structured Products, Hedge Funds, Private Equities, Real Estate, and others.

Innovative Wealth Management Tools

Our proprietary investment tools will enable you to manage your wealth effectively and to join bespoke feeder funds and co-investment opportunities reserved for Taylor clients

Tax and Legal Advice

Tailored strategies that align with your financial preference and lifestyle goals, factoring in your existing assets into a holistic financial view and investment strategy.

we are here to simplify things,
 so you can keep doing your thing

our mission

our mission is to tailor wealth management to your unique needs and simplify the complexities of the financial world. We offer a comprehensive suite of services to ensure your wealth works for you, not the other way around. 

© taylor 2023