Crown Heritage is a distinguished boutique firm with principal offices in London and Dubai, serving a select clientele across the globe. Our ethos is grounded in the understanding that ultra-high-net-worth and high-net-worth individuals often contend with the challenges of fragmented service providers and a lack of truly personalised attention.
It is with this in mind that Crown Heritage was established, offering a comprehensive suite of financial and non-financial services designed to simplify our clients’ lives while delivering exceptional value.
We recognise that trust and transparency are paramount to those we serve. To underscore our commitment to excellence and long-term alignment, our clients are afforded the unique opportunity to become shareholders in our business. This partnership not only reflects our dedication to service but also reinforces our focus on sustained performance that transcends mere profit.
At Crown Heritage, we offer our clients the opportunity to entrust the comprehensive management of their wealth to our seasoned team of professionals. Following a series of detailed consultations and client profile form, we will establish a bespoke, long-term strategy meticulously aligned with each client’s investment objectives and risk appetite to ensure we fully understand their needs and wishes before curating a portfolio carefully aligned with these at the forefront.
For clients who like to seek an active role in their investment decisions, we provide a distinguished Advisory Investment service to complement our Discretionary Management offering. Leveraging our extensive network, we rigorously assess a wide array of potential investments, ultimately presenting only a select few of the highest calibre — many of which remain exclusive and beyond the reach of typical investors.
Crown Heritage's family office services are designed to facilitate meaningful connections, provide valuable insights, and support families with shared values. Our offerings include monthly masterclasses, interactive webinars, private forums, exclusive social events, and tailored workshops. These opportunities allow families to connect with experts, share knowledge, and build lasting relationships. Through aligned networks and shared perspectives, we aim to create a trusted space for families to navigate wealth, legacy, and generational responsibilities alongside like-minded peers.
Our Lifestyle Services offer a meticulously curated selection of refined offerings tailored to the most discerning tastes. From private family office management and exclusive events to bespoke luxury holidays and sustainable travel arrangements, we ensure every need is met with the utmost elegance.