The SKD Methodology
We don’t believe in “set and forget.” Our approach is active, cyclic, and designed
to adapt as your wealth grows.
01
Diagnose & Structure
We start with a deep-dive audit. Are you overpaying tax? Are your assets exposed to risk? We restructure your entities to create a solid foundation.
02
Optimise & Grow
Implementation of cloud tech and Virtual CFO reporting. We meet quarterly to review performance against KPIs and adjust strategy.
03
Preserve & Transition
As wealth accumulates, we shift focus to preservation. We implement Family Office protocols to manage capital and prepare for succession.