Who we serve
An institutional partner for the family enterprise
For principals and family offices, we provide the consolidated reporting, institutional execution and discretion that complex wealth demands — working as your office or alongside it.
A family's capital rarely sits with a single custodian or in a single jurisdiction. Assets are held across banks, managers and structures; reporting arrives in fragments; and the people responsible for oversight must reconcile it all before they can make a decision. Riesant exists to bring order to that complexity, giving principals and their advisers a single, dependable view of the whole.
We can act as your family office, or work alongside an existing one. Either way, the objective is the same: institutional-grade infrastructure, access to pricing and opportunities ordinarily reserved for large allocators, and the confidentiality that the stewardship of family wealth requires. Our advice is suitability-led and our architecture is open, so recommendations reflect the family's interests rather than any product we are paid to distribute.
What we hear
The questions that bring clients to us
A consolidated view across custodians
Wealth spread across multiple banks and managers makes it difficult to see total exposure, performance and risk in one place.
Governance and succession
Families want clear decision-making structures, an investment policy that endures and a considered approach to the next generation.
Institutional pricing and access
Principals expect execution and opportunities — including alternatives — on terms commensurate with the scale of their assets.
Confidentiality
Discretion is not a courtesy but a requirement, governing how information is held, shared and reported.
“We did not want to replace our office; we wanted someone who could give us one clear picture and the access we could not arrange alone.”
Relevant services
How we would help
Family Office
For principals and families who want their entire balance sheet, across every bank and asset class, brought into a single coherent picture.
Investment Management & Markets
Open-architecture access to global markets, supported by our own research and executed by a dedicated dealing desk.
Wealth Management
A single relationship, two routes to managing your capital: a discretionary mandate run by our investment committee, or advisory support where the decisions remain yours.
Lending & Credit
Considered credit for established clients, structured around the balance sheet you already hold and the timing of the decisions in front of you.
Questions, answered
Can Riesant work with our existing family office?
Yes. We are equally comfortable acting as the family office or operating alongside an established team, providing the reporting, execution and access that complement what you already have in place.
How does consolidated reporting work when assets are held elsewhere?
We aggregate holdings across multiple custodians, managers and structures into a single consolidated report, giving principals and advisers a coherent view of total exposure, performance and risk regardless of where assets are held.
Does Riesant provide tax advice to the family?
We coordinate closely with your tax and legal advisers but do not replace them. Our role is to ensure the family's wealth is reported, structured and managed in a way that supports the advice you receive.
Begin a conversation
Let us understand your circumstances
A relationship manager will be in touch to arrange an introduction, discreetly and without obligation.