What services does Amami Partners provide?
Amami Partners provides comprehensive wealth management for internationally minded private clients, families, entrepreneurs, charities and foundations.
Our services include Wealth Advisory, Investment Management, Retirement Planning, Estate & Succession Planning, Private Markets and Philanthropy. While each service can provide value independently, they are most effective when considered together within a coordinated overall financial structure.
Our role is to help clients make informed financial decisions, preserve and grow wealth over time, and ensure that investment, retirement, estate and philanthropic objectives work together rather than in isolation.
Who do you work with?
We primarily work with private clients, entrepreneurs, internationally minded families, charities and foundations.
Many of our clients have financial lives that extend across multiple countries or currencies, while others are preparing for retirement, managing a business, planning the transfer of wealth to future generations or seeking access to investment opportunities beyond traditional public markets.
Although every client is different, they share one important characteristic: they value thoughtful advice, disciplined investment management and long-term relationships.
How are your fees structured?
Our fees are transaction-based and are designed to support long-term client relationships.
All fees are fully transparent and discussed before we begin working together. We believe clients should clearly understand how they pay for advice and investment services before any recommendations are made.
Our fees are competitive within the wealth management industry and reflect the level of personal service, ongoing advice and investment expertise provided throughout the relationship.
Do I have access to my capital at all times?
Yes.
You retain legal ownership of your assets at all times. Your investments are held in segregated accounts in your name, and you remain free to access your capital, subject only to normal market settlement periods or the specific liquidity terms of any private or alternative investments you choose to hold.
Amami Partners does not impose redemption fees, and your assets remain under your ownership throughout the relationship.
We believe clients should have confidence not only in how their wealth is managed, but also in knowing that it remains accessible and under their control.
Where are my assets held?
Your assets are held in segregated accounts in your own name.
This means your investments remain legally separate and identifiable at all times. You retain ownership of your assets while Amami Partners provides investment advice and ongoing portfolio management in accordance with your objectives.
Maintaining this structure provides transparency, clarity and confidence throughout the advisory relationship.
Are you a discretionary investment manager?
No.
Amami Partners operates on an advisory basis. We provide investment recommendations based on your objectives, financial circumstances and long-term goals, but you remain in control of investment decisions.
Many clients appreciate this approach because it combines professional advice with personal oversight. It encourages ongoing discussion and ensures that important financial decisions continue to reflect your individual priorities.
Can you work with my accountant or lawyer?
Absolutely.
Successful wealth management often involves collaboration between several trusted professionals. Investment decisions, tax planning, estate planning and legal structures are frequently interconnected.
Where appropriate, we work alongside your accountant, lawyer or other professional advisers to help ensure that financial decisions are coordinated within a broader financial strategy.
Can you help if I have assets in multiple countries?
Yes.
Many of our clients have investment accounts, property, business interests or family members in more than one country.
Although legal and tax advice should always be provided by appropriately qualified professionals within the relevant jurisdictions, we help clients coordinate investment strategy and long-term financial planning across international assets, ensuring that individual decisions support an overall wealth management framework.
Do I need to transfer all of my investments to become a client?
No.
Many client relationships begin with a review of existing investments rather than an immediate portfolio transfer.
In some cases, existing holdings continue to play an important role within a long-term investment strategy. Where changes are appropriate, they are made thoughtfully and progressively rather than simply replacing existing investments.
Our objective is to improve the overall quality and structure of your wealth management strategy, not to make unnecessary changes.
Is there a minimum investment amount?
There is no fixed minimum investment amount.
Rather than focusing solely on portfolio size, we focus on whether our services are the right fit for your circumstances and long-term objectives.
For example, an individual with substantial assets invested primarily in near-cash and fixed income who requires little ongoing planning may be well served by their existing banking relationship. Equally, a younger professional or entrepreneur with a growing six-figure portfolio may benefit significantly from establishing a disciplined wealth management framework as they enter their peak earning years.
We believe the best financial decisions build upon one another over time. Beginning that relationship earlier often provides a stronger foundation for future wealth creation, retirement planning and estate planning.
How often will my portfolio be reviewed?
We conduct formal portfolio reviews on a quarterly basis and remain available whenever circumstances change or additional guidance is required.
Financial planning is an ongoing process rather than a once-a-year exercise. Changes in markets, personal circumstances, family priorities or business interests may all warrant additional discussion.
Regular communication helps ensure that your investment strategy continues to reflect your objectives as they evolve over time.
Can my portfolio reflect my personal values?
Yes.
For many clients, successful wealth management extends beyond financial returns alone. They also wish their investments to reflect the principles that are important to them.
Some clients prefer to avoid particular industries, while others seek investment opportunities that support areas such as healthcare, education, environmental innovation or other causes aligned with their personal priorities.
There is no universal definition of values-based investing. Our role is not to apply someone else’s standards, but to understand your own priorities and, where appropriate, incorporate them into your investment strategy while maintaining disciplined portfolio construction and long-term financial objectives.
How do I become a client?
Every client relationship begins with a conversation.
Our first meeting is an opportunity to understand your financial circumstances, investment objectives, family considerations and long-term priorities. It also gives you the opportunity to learn more about our approach and determine whether Amami Partners is the right fit for your needs.
If we decide to work together, we will guide you through the account opening process, discuss your investment strategy, explain our recommendations and establish a framework for ongoing communication and portfolio reviews.
We believe successful wealth management begins with understanding the person behind the portfolio and develops through a relationship built on trust, transparency and thoughtful advice.