Our Services

S.AG Private provides personalised investment advice to high-net-worth individuals, family offices, and charitable organisations. We work with families and institutions that value independent advice, alignment of interests, and a long-term partnership approach. Our clients typically manage significant portfolios and appreciate access to institutional research, global manager networks, and a prudent approach to wealth preservation and growth. We also advise selected charitable trusts and endowments seeking sustainable income and capital preservation.

Investment Advisory

We provide ongoing investment advice across asset allocation, manager and security selection, portfolio construction, and market positioning. Our advice is tailored to each client's financial objectives, risk tolerance, investment horizon, and any specific constraints. Clients receive detailed recommendations supported by our research, due diligence, and market insights, but make the final investment decisions themselves. This approach allows clients to maintain full control while benefiting from institutional-quality analysis and access to both New Zealand and global investment opportunities.

Transactional Execution

For experienced investors who wish to implement their own investment decisions, we provide access to execution services and a range of brokers and liquidity providers across equity, fixed income, and other markets. This service does not include personalised investment advice; clients retain full responsibility for assessing the suitability and risks of their transactions.

Strategic Advisory Network

Through our professional network, we facilitate client access to specialists in:

Complex tax and estate planning for multi-generational wealth transfer
Multi-jurisdictional structuring and trust administration
Business succession planning and M&A advisory
Capital raising and corporate finance for operating businesses
Philanthropic strategy and foundation structuring

These services complement our core investment advisory offering for clients with complex wealth management requirements.

S.AG Private's service model is designed for families and institutions with sophisticated wealth management needs, typically requiring:

Substantial portfolios benefiting from institutional-quality research and independent manager selection
Multi-generational wealth planning considerations
Appreciation for independent advisory without product conflicts

If you believe S.AG Private may be appropriate for your circumstances, we invite you to schedule a confidential consultation. Contact Us