Hiley Management
What We Do
Services Crafted for Real Lives
Wealth is not a static sum but a living, shifting story, shaped by people, decisions, and time. At Hiley Management, we work alongside each client to understand what truly matters, then build a service model that fits your world as it is now and as it will be.
Family Governance & Succession
Conversations That Outlast Contracts
Families change. Priorities shift. We help you navigate these transitions with care, not just paperwork. Our role is to facilitate honest dialogue—sometimes across generations, sometimes across continents, so that leadership, ownership, and purpose are passed on with intention, not just instruction.
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Mediation and facilitation for family meetings
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Designing governance frameworks that reflect your values
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Succession roadmaps that combine legal rigour with family harmony
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Preparing future stewards, not just heirs
Investment Advisory & Discretionary Management
Clarity in a World of Noise
Markets move fast; so do headlines. We cut through the clutter, helping you make sense of risk and opportunity in a way that fits your family’s temperament and ambitions. Whether you want to remain hands-on or prefer to delegate, our approach is grounded in independence and transparency with no hidden products, no conflicted advice.
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Collaborative investment planning for engaged families
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Discretionary management for those who value peace of mind
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Open architecture: access to best-in-class managers, not just “house favourites”
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Regular, jargon-free reporting that tells you what you need to know—nothing more, nothing less
Consolidation & Reporting
A Single Source of Truth
When assets are scattered, across banks, borders, and asset classes, clarity can be elusive. We bring order to the complexity, creating a clear, consolidated view of your holdings. Not just numbers on a page, but insight you can act on.
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Aggregation of global portfolios and private investments
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Custom dashboards for family members, trustees, and advisers
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Performance, risk, and liquidity analysis that supports real-world decisions
Wealth Planning & Philanthropy
Planning That Reflects Your Real Priorities
Wealth planning is more than tax and structures, it’s about understanding what you want your wealth to do, for you and for others. We help you articulate your aims, then design strategies that make them possible, whether that means supporting a cause, preparing for a major transition, or simply ensuring peace of mind.
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Cross-border structuring and estate planning
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Tax efficiency without compromise
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Philanthropic vision: from one-off gifts to multi-generational foundations
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Coordination with your legal and tax advisers
Lifestyle & Concierge
Support That Anticipates, Not Just Responds
Life rarely fits neatly into categories. Our team is here to smooth the edges, whether that means handling a relocation, managing a property or simply making sure the right school application lands on the right desk at the right time.
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Relocation and property oversight, from Zurich to Zanzibar
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Education, travel, and personal administration
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Project management for everything from art acquisitions to milestone celebrations
At Hiley Management, every service begins with a conversation. We listen, we learn, and then we build – together. Because no two families are the same, and neither are the solutions they deserve.
Our Expertise
At Hiley Management, our experience spans the diverse worlds where family wealth lives and grows. We offer deep sector insight, strategic perspective, and hands-on support for families whose interests cross borders, industries, and generations.
Family Businesses
Our team has guided family enterprises through every stage – from growth and professionalisation to succession and sale. We understand the nuances of balancing family dynamics with commercial strategy, and help families create governance structures that foster both continuity and innovation.
Entrepreneurs & Private Capital
We support entrepreneurs before, during, and after a major liquidity event. Whether you’re scaling a venture, considering an exit, or investing in new opportunities, we provide tailored advice on structuring, risk management, and long-term wealth preservation.
Real Estate
Real estate remains a cornerstone of many family portfolios. We assist with acquisition, management, and succession of residential, commercial, and international properties—always with an eye on tax efficiency, regulatory compliance, and family objectives.
Cross-Border Families
With assets, businesses, and lives spread across multiple countries, international families face unique challenges. We coordinate global reporting, tax and legal advice, and family governance, ensuring clarity and cohesion across jurisdictions.
Next Generation & Education
Preparing future stewards is at the heart of what we do. We design education programmes, facilitate family meetings, and mentor younger family members—empowering them to lead with confidence and responsibility.
Philanthropy & Impact
Many of our families are committed to making a difference. We help define philanthropic goals, such as initiate environmentally focused projects, establish conservation foundations, and manage charitable giving—ensuring your legacy extends beyond balance sheets.
While these are our core areas of expertise, our approach is always bespoke. If your family’s needs fall outside these categories, we are ready to listen and help you find a path forward.
