Agenda’s purpose is to manage and oversee the management affairs of the wealthy entrepreneurs and their families in respect of: tax, wealth transfer, investment management, governance, estate planning, risk management, compliance, communication and financial education. Agenda’s experience spans globally across all investment strategies and our expertise is in anticipating the coming market cycle to provide the best investment solutions for sustainable capital growth. Our clients range from successful families through to global institutions.

Agenda is part of an exclusive network of family offices and co-manages a highly innovative platform for private equity funds and direct company investments. Through this platform, we are able to screen and analyse hundreds of illiquid investment opportunities and offer those that provide the highest premium ratios using our in-house Expected Drawdown technology.