Private Wealth

Strength in Collaboration, Excellence in Service

At Charles Park, our ethos is rooted in collaboration. We work closely with a trusted network of UK and international private banks, investment managers and advisers, each bringing specialist insight to support families operating across borders, sectors and generations. Families benefit most when they are supported by a well-connected professional ecosystem, and we remain committed to developing these relationships with care, respect and long-term intent.

As part of this commitment, we are pleased to introduce our Preferred Partners within the Private Wealth pillar: Galilei Investment Office in London and AES International in Dubai.

Together, these partnerships enable us to support families across multiple jurisdictions with both regulated financial expertise and regional depth.

Galilei Investment Office

Galilei is an independent private investment office based in London. They partner with a select number of high-net-worth individuals and families, delivering tailored, expert advice and access to best-of-breed investment talent. Their purpose is to help families steward their wealth with clarity, discipline, and confidence across generations.

Founded by Amir Levy, Avi Dimor and Milena Ivanova, three experienced, senior industry leaders who have been working together for over 20 years, Galilei brings a distinctive combination of insight, relationship intelligence and strategic advisory expertise that aligns strongly with the needs of families operating across sectors, jurisdictions and generations.

Importantly, this partnership allows us to provide families with access to high-quality, regulated financial expertise where appropriate.

Our decision to partner with Galilei reflects a consistent principle in all areas of Charles Park: families are best served by a collective of trusted advisers who bring complementary expertise while remaining deeply aligned in ethos and approach.

A disciplined, research-driven investment approach

Galilei takes an institutional approach to portfolio management, challenging traditional conventions when appropriate. Their Chief Investment Office brings deep expertise across global macro and flow analysis, asset allocation, portfolio construction, manager selection and risk management spanning both public and private markets.

Galilei’s investment process is built on rigorous research, the identification of talent, and the establishment of conviction. Alongside their in-house analysis, they purchase the highest-quality independent research and conduct comprehensive due diligence on every investment. Where necessary, they engage world-leading external experts to supplement specific aspects of their assessment.

Experience through cycles

Galilei have invested through multiple market cycles, maintaining composure and making thoughtful decisions in both calm and volatile environments. This experience allows them to guide clients with a steady hand and a long-term perspective.

Access that broadens opportunity

With over 80 years of cumulative industry experience, the founding team has a powerful global network. The GS alumni community is one such source, giving us unparalleled access to established and emerging managers worldwide. Through these relationships, our clients gain entry to opportunities typically reserved for institutions and large family offices.

Institutional infrastructure and coverage

Galilei clients benefit from institutional-level service and pricing for custody and execution. They partner with the world’s most reputable custodian banks and use their size and relationships to secure advantageous terms on behalf of our clients.

Regulatory Notice

Galilei’s regulatory status provides additional assurance for families.
Galilei Investment Office LLP is authorised and regulated by the Financial Conduct Authority (FRN 789956) as a MiFID Investment Management Firm, and is registered as an investment adviser with the U.S. Securities and Exchange Commission (SEC). This ensures that any regulated elements of a family’s private wealth strategy are delivered within the appropriate professional and legal frameworks across multiple jurisdictions.

AES International

Based in Dubai for over 20 years, AES International remains the first and only certified investment fiduciary in the Middle East, Africa and Asia region. Founded and led by Sam Instone, AES guides a broad range of internationally minded entrepreneurs, business leaders and families on all aspects of financial life management, and has naturally expanded into the family office space as client needs have evolved.

This partnership brings together highly complementary propositions. AES contributes deep regional insight and robust local infrastructure, whilst Charles Park Family Office brings experience supporting families through complexity, transition and long-term decision-making across jurisdictions.

Together, our combined offering provides a credible platform for ultra-high-net-worth families relocating to Dubai, establishing a family office in the region, or repositioning existing structures.

It is equally relevant for established Middle Eastern families navigating succession, generational transition and long-term stewardship.

This partnership also marks the establishment of a Charles Park Family Office presence in Dubai, reflecting our belief that the UAE is exceptionally well positioned as a hub for global family offices.

Financial life management

Financial life management is wealth management reimagined; it’s the comprehensive delivery of wise counsel akin to having a personal CFO. It’s ensuring your finances give you the life you want.

AES International brings unparalleled credentials to wealth managementfinancial life
management across the Asia, Middle East and Africa (AMEA) region:

Only CEFEX certified investment fiduciary within Asia, the Middle East and Africa
Only Global Association of Independent Advisors (GAIA) member in AMEA
Evidence-based, systematic investing philosophy (unique in AMEA) with exclusive access to investment solutions not available through other firms, including Dimensional Fund Advisors
First transparent, fee-based financial planning firm within the GCC
First US-style, global Registered Investment Adviser (RIA) and wealth management adviser within AMEA

AES Health, part of AES International

AES Health is the only medical insurance adviser in the region, that protects employees and puts prevention at the heart of every health strategy.

Their employee health and protection advisers go beyond traditional medical insurance advice – combining proactive prevention strategies, trusted advisory, and real human support to protect employees and keep businesses financially sustainable.

From pre-placement health screenings and wellness programme design to claims navigation. AES Health simplifies the complexity of group medical insurance so HR teams, CFOs, and business leaders can make confident decisions with clarity.

Charles Park does not provide regulated or financial advice, and we do not intend to. Where clients require investment management, financial planning or regulated private wealth guidance, we introduce them to firms we trust.

Comprehensive oversight and coordination

Our partnerships with Galilei Investment Office and AES International reflect a consistent principle across all areas of Charles Park Family Office: families are best served by a collective of trusted advisers who bring complementary expertise whilst remaining deeply aligned in ethos, values and approach.

Through our Private Wealth pillar, families benefit from thoughtful navigation of the professional services landscape. With long-standing relationships across leading international and regional advisory firms, we are well placed to help families assemble adviser teams that reflect not only technical excellence but also cultural alignment and shared values.

Alignment of Interests

We act as fiduciaries, aligning our interests with yours and integrating your family’s goals into all our advisory services.

Independent Investment Advice

We provide independent, customised investment advice tailored to your specific needs.

Complete Investment Strategy

We develop a complete investment strategy that encompasses all aspects of your wealth.

Cross-Asset Execution

We implement and execute your strategy across all asset classes.

Bank and Custodian Monitoring

We monitor your banks and custodians to ensure optimal service and safeguarding of assets.

Direct Investment Management

We provide direct investment management on your behalf.

Professional Coordination

We coordinate with your legal, tax, and trustee professionals to ensure seamless service.

Global Reporting

We deliver global reporting across all asset classes and custodians.

Family Education and Transition

We educate owners and rising generations to support continuity and smooth wealth transition.

Family Education and Transition

We educate owners and rising generations to support continuity and smooth wealth transition.

Group Medical Insurance

Strategic advisory on corporate and group medical insurance for family offices, businesses and household operations.

Employee Wellbeing

Supporting family office teams, household staff and family members across all aspects of health and wellbeing.

As we continue to evolve our multi-family office consulting practice, we remain focused on building high-quality partnerships that enhance the support available to the families we serve.