Integrated planning, disciplined investment, long-term stewardship.
Private Wealth Management
Managing significant personal wealth involves complexity, multiple accounts, timelines, jurisdictions, risks, investment options and family responsibilities.
BlackLeaf Wealth integrates all of this into one coordinated strategy, giving clients structure, clarity and confidence.
We provide a holistic suite of private-client advisory and execution services, combining financial planning, active investment management, estate & tax structuring, risk protection, liquidity solutions and philanthropic guidance.
LEGACY
STARTS
HERE
Core Services
Financial Planning
Investment Management
Estate Planning
Tax Planning & Minimization
Retirement Planning
Risk Management & Insurance
Lending & Liquidity Solutions
Philanthropic Advising
Education Planning
Financial Planning
A comprehensive financial blueprint that aligns your lifestyle, goals and capital structure with present and future needs.
What this includes:
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Cashflow modelling & multi-scenario projections
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Life-stage planning and milestone mapping
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Liquidity needs assessment
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Balance sheet optimisation
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Goal-based budgeting and capital allocation
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Integration with business interests and trusts
Deliverables:
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Personal Financial Plan (PFP)
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10–30 Year Cashflow Model
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Strategic Recommendations Roadmap
Investment Management
Institutional-level investment management with boutique-level tailoring.
We manage discretionary and advisory portfolios across public markets, private markets and real assets.
Our approach:
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Strategic & tactical asset allocation
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Hybrid traditional + quantitative overlays
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Diversified multi-asset portfolio design
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Manager and custodian selection
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Rebalancing discipline & risk-adjusted optimisation
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Quarterly performance reporting with attribution analysis
Deliverables:
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Custom Investment Policy Statement (IPS)
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Portfolio Construction Map
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Quarterly Performance Report & Attribution Commentary
Estate Planning
Ensure your legacy is protected, structured and transferred smoothly with clear governance.
What we provide:
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Trust and estate structuring
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Will drafting coordination
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Beneficiary planning & generational transition
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Estate liquidity planning
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Business succession alignment
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Cross-border estate considerations
Deliverables:
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Estate Strategy Blueprint
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Trust Structure Recommendations
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Succession Timeline & Governance Notes
Tax Planning & Minimization
Integrated, compliant and forward-looking tax strategies that reduce leakage and protect long-term wealth.
Focus areas:
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Multi-jurisdictional tax optimisation
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High-income tax structuring
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Capital gains & inheritance tax mitigation
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Tax-efficient investing
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Coordination with external tax advisors
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Annual tax planning and compliance schedule
Deliverables:
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Annual Tax Plan
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Tax-Efficient Structure Recommendations
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Compliance Calendar
Retirement Planning
Designing sustainable, secure and tax-efficient retirement income strategies.
What we cover:
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Pension & retirement fund optimisation
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Phased drawdown planning
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Longevity modelling & stress testing
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Preservation of capital vs income balance
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Offshore retirement planning
Deliverables:
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Retirement Income Model
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Optimised Retirement Account Strategy
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Long-Term Preservation Framework
Risk Management & Insurance
Holistic risk protection for individuals and families to safeguard assets and income.
Risk areas assessed:
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Life insurance
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Disability & income protection
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Property risk
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Liability & legal risk
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Family protection planning
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Insurance adequacy testing
Deliverables:
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Personal Risk Register
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Insurance Coverage Audit
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Recommended Protection Strategy
Lending & Liquidity Solutions
We secure credit solutions that protect investment strategy and prevent forced asset sales.
Solutions include:
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Securities-backed lending
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Structured credit facilities
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Mortgages and property finance
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Acquisition & bridge financing
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Liquidity lines for short-term needs
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Cross-border credit options
Deliverables:
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Liquidity Needs Analysis
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Credit Facility Term Sheet Comparisons
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Execution & Drawdown Support
Philanthropic Advising
Structured, intentional philanthropic planning aligned to values and impact goals.
Services:
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Donor-advised fund setup
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Foundation strategy & governance
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Social impact investment alignment
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Measurement frameworks
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Multi-generational giving plans
Deliverables:
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Philanthropy Strategy Document
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Governance & Grantmaking Policy Set
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Annual Impact Report Template
Education Planning
Ensuring future generations are educated, empowered and financially supported.
Focus areas:
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Education trusts
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Funding projections & allocations
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School & university planning
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Cross-border options
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Tax-efficient education investing
Deliverables:
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Education Funding Projections
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Annual Funding Adjustment Plan
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Education Trust Setup Coordination
Our Process
How a Private Wealth engagement works
Step 1
Understanding your financial life, goals, responsibilities, values and constraints.
Discovery
Step 2
IPS creation, planning documents, structural recommendations and tax intake.
Strategy & Structuring
Step 3
Portfolio deployment, estate & trust execution, insurance placement, liquidity setup.
Implementation
Step 4
Quarterly reviews, annual strategy updates, continuous monitoring, and ad-hoc advisory.
Stewardship
Reporting & Client Experience
Clear reporting. Full transparency. Institutional discipline.
Consolidated wealth reports
Quarterly performance & attribution
Real-time portfolio dashboards
Document vault (trusts, tax records, agreements)
Secure messaging with advisors
Annual family strategy review