our approach
A boutique partnership. Institutional-grade expertise.
At EW&L, you benefit from the intimacy of a boutique partner who knows your story, and the strength of global expertise earned at the world’s leading institutions.
Our clients value our insight and long term approach to wealth management that is agile, conflict-free and informed by decades of experience.
how we work with you
We act solely in your financial interest.
Our advice is independent, transparent, and free from product or institutional bias.
Every decision is shaped by our core belief: that long-term success requires alignment, adaptability, and discipline.
We start by understanding your whole story. Your goals, constraints, structures, entities, and ambitions. Then design a strategy that grows, protects, and transfers wealth across generations.
who we serve
We advise successful families and the people who build and run private enterprises, often with complex personal balance sheets, multiple entities, and intergenerational goals.
We advise successful families and the people who build and run private enterprises, often with complex balance sheets, multiple entities, and intergenerational goals.
As a self-licensed firm, our clients must meet wholesale criteria, which is defined as individuals or entities that meet specific financial thresholds, such as having net assets of at least $2.5 million or a gross income of at least $250,000 for the past two years. Our investors can also qualify via the sophisticated investor test, where they control $10 million or more in capital.
Our clients are wide ranging with diverse backgrounds, but tend to fall into the following categories.
founders & entrepreneurs
business owners
ceos & senior executives
surgeons & medical specialists
professional services partners & directors
multi-entity family groups & law offices
our services
We help families grow, protect, and transfer wealth with confidence.
Talk to an adviserWe deliver tailored strategies, designed around your story. Not off-the-shelf products. We give access to opportunities usually reserved for institutions: Private equity. Global markets. Emerging strategies. We partner seamlessly with tax, legal, corporate, and insurance experts, so every client benefits from a complete, conflict-free ecosystem. Above all, we make your wealth work harder. Not just for today, but for the generations to come.
Superannuation (SMSF)
We make your super work smarter. We set contribution and pension strategies for each member, align SMSF investments to your whole‑of‑wealth plan, and keep the moving parts simple and compliant, whether it’s a single‑member fund or a family SMSF of up to six.
Diversification
We reduce concentration risk created by a successful company or industry and build a balanced portfolio across public and private markets aimed at steadier returns that underpin retirement and legacy goals.
Retained earnings
Put idle cash to work. We size the right liquidity buffer for the business, then invest surplus funds to target higher returns than cash or term deposits matched to working‑capital cycles and dividend policies so operations never miss a beat.
Charitable innitiatives
We establish and help govern a Private Ancillary Fund (or similar), integrate it with your investment policy, and manage the annual rhythm of compliant distributions so generosity is tax‑effective and easy to administer.
Listed businesses
One stock shouldn’t decide your future. We use sensible hedging or lending facilities, stage sales in a tax‑aware way, and rebuild a diversified portfolio so you keep possibilities open while de‑risking family wealth.
Business exit
From intention to transaction, we prepare the pre‑exit roadmap, coordinate (or run) the process for smaller sales of ~$3m–$30m, and leverage our private‑equity and corporate‑advisory network for larger deal, then implement a clear, disciplined plan for the proceeds.
Simple, transparent, and disciplined.
We start by understanding your whole story, then design and manage a portfolio that fits how you live. Today and for decades.
01 Discovery
We clarify goals, constraints, timelines, and risk appetite, then map your whole family balance sheet (business, property, listed and private). We define success and set the guardrails.
02 proposal
Your advisers translate discovery into a draft portfolio proposal, linking your goals, time horizon, and risk profile to a clear asset allocation. Our research team informs the proposal with current market and economic data, recommended managers, and pacing into private markets.
03 review & active management
We implement the plan and manage it with discipline. Formal half-yearly reviews, drift-/calendar-based rebalancing, daily oversight of cash/calls/corporate actions, and continuous manager monitoring.
Our investment process – flexible and responsive
We manage, hold and report on your investment portfolio by using Separate Managed Accounts (SMAs). SMAs ensure complete transparency and liquidity, combined with lower fees you would otherwise pay through investing in a managed fund. SMAs also create the flexibility to be responsive to your needs and values.
