Private Advisory
Private Advisory
Wealth, planned, invested and protected.
We manage the whole arc of private wealth — the plan that sets the direction, the portfolio that pursues it, and the protection that secures it.
Plan, portfolio and protection are one discipline — each built to serve the same objective. Choose a strand to see where our counsel sits.
Plan
Invest
Protect
Plan.
The financial plan that gives every other decision its direction.
We advise on
Goals and objectives
Defining what your wealth is for — lifestyle, family, legacy — and translating it into a plan you can act on.
Cashflow modelling
Modelling income, expenditure and capital over the long term, so you can see the consequences of a decision before you take it.
Retirement and longevity
Planning for a long retirement across jurisdictions, including the treatment of cross-border pensions.
Intergenerational planning
Aligning the plan with succession, so wealth supports the next generation without distorting it.
Cross-border coordination
Building a plan that holds together across the countries in which you live, earn and invest.
Our role
We plan, advise and coordinate. We set the financial plan, shape the strategy, and arrange the portfolio and the protection around it — while the regulated investment management, financial advice and insurance themselves are provided by, or under the authorisation of, the relevant NEBA Private Clients entity, through our partnership. ORA Black is not itself a licensed investment manager or insurer, and does not hold your assets.
Important information
The basis on which we advise.
This page is general in nature and does not constitute financial, investment, tax or legal advice. Advice is given only under a formal engagement, on the basis of your specific circumstances.
ORA Black advises on and coordinates the planning, investment and protection of private wealth. It is not itself a licensed investment manager, financial adviser or insurer, and it does not hold client assets. Regulated investment management, financial advice and insurance services are provided by, or under the authorisation of, the relevant NEBA Private Clients entity, licensed in the jurisdiction concerned, through ORA Black’s partnership with NEBA.
The value of investments can fall as well as rise, and past performance is not a guide to future returns.
A disciplined approach to private wealth.
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