Discretionary investment management and multi-generational wealth planning for ultra-high-net-worth families and visionary entrepreneurs.
Our approach combines institutional-grade investment management with bespoke family office services, guided by principles refined over four decades.
Absolute confidentiality and privacy protection. Your financial affairs remain strictly between you and your dedicated advisory team.
Capital preservation and consistent returns over aggressive growth. Our conservative approach has protected client wealth through six market cycles.
Strategic wealth building designed to benefit multiple generations. Sustainable growth that compounds over decades, not quarters.
From investment structuring and tax efficiency to philanthropy and multi-generational planning, we provide comprehensive solutions tailored to your family's unique circumstances and aspirations.
Explore ServicesSophisticated entity design for optimal tax efficiency
Cross-border wealth management expertise
Multi-generational wealth transfer strategies
Strategic charitable giving and impact
"Roda has managed our family's wealth for three generations. Their discretion, expertise, and unwavering commitment to our long-term success is unmatched."
"The level of sophistication and personalized attention we receive from Roda is extraordinary. They've helped us navigate complex international tax structures seamlessly."
Schedule a confidential consultation with our senior advisors to discuss your family's unique wealth management needs and long-term objectives.
Request Private ConsultationMinimum $50M in investable assets