Your wealth. Your family. A connected view.

Wealth decisions often extend beyond the balance sheet. Family expectations, property interests, business ownership and plans for the next generation can involve several advisers and jurisdictions. Aria coordinates those conversations around the priorities you set.

We help organise family information, prepare questions for trust and estate planning discussions, coordinate meetings and maintain an action record. Support can encompass succession discussions, family governance, property matters and introductions to independent lending, investment, legal and tax specialists.

The objective is a clearer process: the right information available, responsibilities understood and outstanding decisions visible. Existing advisers can remain central to the relationship, with any further introductions agreed with you.

Aria provides coordination and introductions. Advice, recommendations, product suitability and professional conclusions remain with independently appointed specialists. Scope, fees and any referral remuneration are disclosed before an engagement begins.

Enquiries: mary.panwaskar@gmail.com