Sigma Advisory Information

Sigma Advisory provides independent advice and strategic oversight to families of significant wealth. As wealth grows, so too does the complexity surrounding it. Investments, structures, advisors, family priorities and succession considerations increasingly intersect, making it harder to maintain a clear view of the whole. We help families bring these elements together, providing perspective, guidance and structure across their financial lives. Our role is to help families make better-informed decisions, ensure that advice remains aligned with their objectives, and bring greater clarity and coordination to matters that often span multiple advisors, structures and generations. We work alongside a family’s existing investment managers, lawyers, accountants, trustees and other trusted professionals. We do not seek to replace good advisors. Rather, we provide an independent perspective across them, helping families evaluate advice, identify gaps, challenge assumptions and ensure that important decisions remain connected to the bigger picture. Our work encompasses family wealth strategy, investment oversight, governance, structuring, succession and intergenerational continuity. Our independence is fundamental to how we work. We are different by design. We do not sell financial products and our fees are not linked to the value of a family’s assets. We tell you what we see, not what sells. Our responsibility is singular - to represent the interests of the family as a whole.