what we do
As a Platform we explore financial, social and emotional well-being. We do this by empowering, educating, and motivating our audience with inspiring talks, online and off-line courses and events, interviews, and collaborations with leaders in the private client world, holistic practitioners and luxury brands.
Our Private Client services focus on the relationship between wealth and wellness; enabling engagement not just with finances, but with overall well-being, relationships and emotions. We create roadmaps, introduce professionals and provide financial guidance to our clients.
Our core offering includes:
With a global reach and experience with complex cross-border clients we have access to the best in the industry, including those in tax, accounting, art, legal, real-estate, multi-jurisdiction, philanthropy, private equity and more.
We invite you to get in touch using the button below:
our founder
Founder of The Dura Society - Lottie Leefe DipPFS
Lottie is qualified wealth planner who advises UHNW/HNW individuals, as well as Next-Gen wealth, on their global assets and investments including art, real estate, wine, luxury goods and philanthropy.
During her career (including FTSE 100 firms Schroders/Cazenove and St. James’s Place Wealth Management) she has gained extensive experience within both international and boutique family office environment, building a strong 'little black book' of the best in the private client industry.
Lottie is a member of Resolution, the Financial Therapy Association, the Personal Financial Society and is an ambassador for Insuring Women’s Futures through the Chartered Insurance Institute. She holds the Diploma in Financial Planning and Certificate in Discretionary Fund Management with the CII.
Lottie is listed as a Rising Star 2022 HNW Wealth Manager in Spear’s 500, an Investment Week Rising Star 2020 and nominee for Investment Week's Women in Investment Awards 2022.
Find Lottie in the 2023 print edition of The Spear’s 500: “the essential collection of the very top advisers and service providers to high-net-worth individuals and families. Unlike some guides for HNWs, The Spear’s 500 includes individuals and firms entirely on merit and in light of their relevance to our audience”