Guidance That Brings Clarity, Structure, and Long-Term Confidence
At Banfield Capital, our advisory services are designed to help clients make thoughtful, informed decisions about every stage of their financial lives. We combine strategic portfolio guidance with planning for succession, estate transition, and philanthropic impact. Our advisors work closely with individuals, families, and institutions to create plans that are flexible, forward looking, and aligned with personal values.
Our mission is to simplify complexity and provide clients with the insight and structure they need to preserve and grow wealth across generations.
Clients choose our advisory platform for:
Holistic portfolio strategies that integrate public, private, and cross-border assets.
Succession and estate planning guidance that protects legacies and minimizes administrative burden.
Philanthropy and impact investing solutions that reflect personal purpose and long-term vision.
Independent, client-focused advice supported by global research and deep technical experience.
Banfield Capital is committed to helping clients build strategies that are resilient, intentional, and built to endure.
Portfolio Strategies
Our portfolio advisory process blends research, global insight, and a deep understanding of each client’s goals. We believe that strong portfolios begin with clear objectives and disciplined asset allocation. From there, we integrate public market exposure, private investments, and cross-border considerations to create strategies that reflect each client’s financial profile.
Our advisors guide clients through risk assessments, liquidity needs, time horizons, and currency exposure. We consider how each investment contributes to overall objectives and how the portfolio behaves under different market conditions. Clients receive ongoing monitoring, performance evaluation, and timely recommendations as markets evolve.
For clients with more complex circumstances, such as multi-country earnings, offshore structures, or family ownership of businesses, our advisors coordinate with legal and tax professionals to ensure that portfolios remain aligned with regulatory requirements and long-term planning needs.
The result is a portfolio strategy that is not only diversified and resilient, but also practical and personally relevant.
Succession and Estate Planning
Succession and estate planning is central to long-term financial stability. Our advisory team works with clients to design structures that preserve wealth, protect beneficiaries, and reduce administrative and tax burdens across jurisdictions.
We assist with:
- Planning for intergenerational wealth transfers.
- Structuring assets to support long-term family governance.
- Coordinating with estate attorneys and tax advisors.
- Creating liquidity strategies for inheritance or business transitions.
- Organizing multi-country assets within a cohesive framework.
Many of our clients hold property, businesses, or investments in more than one country. We help them bring clarity to their global footprint, ensuring that assets are structured in a way that supports both present needs and future intentions.
Our goal is to help clients create an orderly and thoughtful transition plan, giving families confidence that their legacy will be preserved and administered effectively.
Philanthropy and Impact Investing
For clients who want their wealth to help create positive change, we provide guidance in philanthropy and impact investing. These conversations begin with values, goals, and areas of interest, then move into practical structures and investment design.
We help clients establish charitable vehicles, coordinate gifts across jurisdictions, and identify impact-oriented investment opportunities. Our team evaluates both financial return and measurable outcomes, ensuring that strategies reflect personal convictions as well as long-term sustainability.
Whether building a family giving program, funding community initiatives, or integrating environmental and social priorities into an investment portfolio, clients receive support grounded in research and aligned with global best practices.
Case Study: Integrating Strategy and Legacy for a Global Family
A long-standing client, a Finance Director at an International Manufacturing Group, approached Banfield Capital with several goals. He wanted greater structure around his family’s global assets, improved alignment between his investment portfolio and long-term objectives, and a plan to support charitable projects in his home country.
Our advisory team began with a full review of his portfolio and global holdings. We created a strategic allocation plan that balanced public market investments with private opportunities, and adjusted his currency exposure to reflect long-term liabilities.
Next, we coordinated with legal and tax advisors to design an estate plan that simplified cross-border inheritance issues and protected assets for his children. Finally, we helped him establish a family giving strategy, including a portion of his portfolio dedicated to impact investments in education.
Within one year, his financial structure became more organized, more tax efficient, and more closely aligned with his goals.
“Banfield Capital helped me bring order to my global finances. I now have a clear strategy for my investments, my family, and the causes that matter most to me.”
Why Clients Choose Banfield Capital Advisory Services
Comprehensive planning that integrates investments, estate structure, and long-term goals.
Independent and transparent advice.
Experience with global families and cross-border financial issues.
Client relationships built on trust, continuity, and discretion.