At Y TREE, transparency means making the complex simple. We give you a bird’s-eye-view of your financial life so you can make sense of what it means for you and your family.
We aggregate your data, pulling together all the strands of your financial life to give you an instantly accessible, intuitive and objective view. We carry out analysis that provides insight into your income, expenditure, assets and debts.
We create efficiencies at every level with multiple incremental gains that can compound to significant value over time. Compounding is one of the most powerful forces in the financial world; the earlier you start, the greater the impact.
We advise comprehensively on risk, liquidity, currency, cost and structuring – making continuous adjustments when needed.
At Y TREE, we connect your finances - your income, assets and debts - with the things you value most: your plans for the future, your family and the legacy you want to leave.
We design financial life strategies to meet your ambitions and enable you to navigate changes in lifestyle, health, family, business, economies and markets.
True wealth should not just be measured in capital, but in the freedom it gives you to make the most of your time.
With Y TREE, you experience the processes of the world’s most sophisticated endowments, pension funds and billionaires, delivered 24/7 through our app and in person.
Access to our app is by invitation only.
Our clients are leaders in many of the top private equity, corporate finance, law, accounting and consulting firms, as well as senior executives and entrepreneurs.
We regularly bring our community of clients and shareholders together, alongside thought leaders from the worlds of business, art, sport, philosophy, philanthropy, journalism, entertainment, technology and sustainability, to discuss and anticipate what the future holds.
