Our Services

Indigo Crown advises clients who want a more considered view of how their wealth is organised, overseen and supported in practice. This may begin with a portfolio question, a concern about an existing structure or the need for a more organised framework around the client’s private affairs. It often develops into a broader examination of how financial assets, advisers, reporting lines and obligations fit within the wider picture of private wealth.

Areas of Work

• Wealth Framework

  Helping clients define the principles under which wealth is overseen, including liquidity policy, reporting expectations, decision-making responsibilities and the role of external advisers.

• Portfolio Review

  Reviewing existing portfolios with close attention to their structure and suitability, and whether the arrangement still serves its purpose.

• Manager Selection and Due Diligence

  Assisting with the identification and review of external managers, with attention given to process, consistency, cost and suitability for the client's affairs.

• Liquidity Planning

  Advising on liquidity needs in light of commitments, distributions, tax demands, property requirements or prospective transactions.

• Adviser Coordination

  Assessing the role of external providers and improving how advice is gathered, considered and acted upon.

• Governance and Reporting

  Helping clients improve decision-making, information flow and oversight, so that reporting and internal structures support clearer organisation

• Independent Second Opinion

  Providing an independent view of an existing arrangement where a client wants closer scrutiny before making a change or confirming the present course.

Indigo Crown supports clients considering selected private opportunities where the substance of the idea and the way it is carried through will determine the result. The office looks at these matters in context, with attention to how a potential commitment sits within the wider affairs of the client.

Areas of Work

• Direct Investment Review

  Reviewing selected direct investment opportunities before a commitment is made, focusing on how they are structured and on their practical consequences.

• Partnership Assessment

  Assessing proposed partnerships with close attention to alignment and day-to-day workings, and to the quality of the relationship on which the opportunity rests.

• Transaction Review

  Examining how a transaction is assembled and where execution may alter the quality of the eventual outcome.

• Existing Private Holdings

  Reviewing private holdings already owned where circumstances have changed, a transaction is under consideration or the position deserves a more developed reading.

• Context and Fit

  Considering how a potential opportunity sits alongside existing assets and obligations, and its effect on the client's wider trajectory over time.

Indigo Crown advises on questions relating to existing real asset holdings and prospective transactions, with particular attention to the role those assets play within the wider structure of private wealth.

Areas of Work

• Holding Review

  Assessing whether an existing real asset remains appropriate in light of present circumstances and the wider balance of wealth.

• Transaction Support

  Assisting with the review of a proposed acquisition or disposal before terms are settled.

• Concentration Assessment

  Helping clients assess whether a single asset carries disproportionate weight within the wider balance sheet.

• Income and Funding Review

  Considering how a holding affects funding needs over time and whether those demands remain suitable within the wider structure of wealth.

• Ownership Structure

  Reviewing how a real asset is held and whether the present structure remains appropriate to current requirements.

Indigo Crown advises clients considering strategic partnerships, focusing on whether the fit and the practical capability of each party will produce a sound outcome. This may arise in relation to investment opportunities, operating businesses, property matters or other privately negotiated situations.

Areas of Work

• Counterparty Assessment

  Reviewing the standing and track record of a proposed partner, and testing their practical credibility before any commitment is made.

• Alignment Review

  Assessing whether incentives and expectations are aligned closely enough for the relationship to work well in practice over the relevant time horizon.

• Structure and Terms

  Considering how a partnership is structured and whether its terms balance rights and obligations in a way that is commercially sensible.

• Ongoing Suitability

  Reviewing whether an existing strategic relationship remains useful as circumstances change and control of the business evolves.

Indigo Crown advises on selected international situations where a client requires a closer reading before proceeding. The work may involve an investment, a holding, a business interest or a prospective relationship that calls for more careful examination.

Areas of Work

• Opportunity Review

  Assessing the practical merits of an overseas opportunity in the context of the client's wider affairs.

• Ownership Considerations

  Reviewing how an international holding or arrangement may be owned and supervised in practice.

• Partner and Adviser Assessment

  Helping clients assess the quality of local partners and specialist advisers involved in an international matter.

• Cross-Border Oversight

  Advising where a client's affairs require more consistent oversight across assets or relationships that extend beyond one country.