Montrose Advisory

Established in 2018, Montrose Advisory was created to provide a discreet and personalised health and wellness concierge service to families, individuals, and the time strapped. Our service has been designed to navigate you sensitively and quickly through times of change. Sought by many high-profile individuals and families, Montrose Advisory’s expert team will quickly understand your situation and create a personalised solution to meet your specific health concerns and needs. We are an independent firm, aiming to meet the increasing demand for personalised healthcare by providing our clients with options to suit them, wherever you are in the world. We extend our services to advisors who are working directly with HNW/UHNW families and individuals where they require support in creating a robust solution for their client. Our forte is providing rapid solutions for our client, ensuring the exact needs of each individual is met in a timely and professional manner. We are adept at reading situations and will always apply the right level of sensitivity and compassion whilst appropriately matching you with the right clinician, coach or consultant, first time. Montrose are also a leading light in managing more complex behavioural health needs and will navigate a family through the most challenging situation with dignity and grace. We offer discreet consultation and case management service to provide a robust pathway and sensitively manage the process all the way through to completion.