Investment Management
Investments spread widely across the world, chosen for solid reasons rather than hunches, and adjusted regularly to stay on track.
GenerationsCapital / Impact
Thoughtful wealth management for a more enduring future.
We partner with a select group of individuals and families to preserve and grow wealth across generations, with a focus on long-term value, disciplined strategy and meaningful impact.
- Money we manage for clients
- $1 M
- Years of trusted advice
- 5+
- Clients who stay with us
- 97%
- Average yearly return, 5 years
- +10.9%
What we do
Clear guidance for everything you own.
Six areas of expertise, one team that stays accountable. Every client works directly with a partner, never a call centre.
Retirement Planning
A clear plan for when and how to take money out, so your savings last as long as you need them.
Estate & Trust Design
Simple, well-planned ways to pass wealth on, so your wishes are followed to the letter and your family stays protected.
Tax Strategy
Sensible ways to keep more of what you earn, year after year, including giving plans that stretch further.
Risk & Asset Protection
Making sure you are properly insured and that no single setback can undo everything you have built.
Advice You Can Trust
We are paid only by you, never by the companies whose products we might recommend. That keeps our advice honest.
Our firm
Independent, and answerable only to you.
SUI Securities was founded on a simple conviction: you should pay for advice, not for products. We are paid only by our clients. No commissions, no house products, no hidden incentives.
Our partners average five years in private banking, managing funds for charities and universities, and estate law. That depth lets us sit at the same table as your lawyer and accountant, and translate between them.
The approach
A process, written down and repeated for three decades.
01
Discover
We take time to understand everything you own, everything you owe and everything you want. We listen before we plan.
02
Design
A written plan in plain language: what it aims for, what it gives up, and how much tax it can save.
03
Deploy
We put the plan in place, working hand in hand with your lawyer and accountant.
04
Review
Every three months we check progress against your plan, not the headlines, and adjust as your life changes.
Begin the conversation
Your family's next chapter deserves a plan.
Tell us where you are and where you want to go. A partner, not a call centre, will read every word and reply within one business day.