Services

Research tells us the greatest risks to longevity of multi-generational wealth are family dynamics and inadequate succession planning. We help you establish and implement a robust family governance strategy identifying clear goals and objectives for your wealth and legacy, ensuring that roles and responsibilities are defined from the outset within the framework of a Family Charter.

Do you want to ensure that your family legacy and wealth is truly multi-generational? Is sustainable wealth preservation a priority for you?

Inadequate succession planning and lack of communication are key risks to family wealth, yet according to recent studies even well-established Family Offices spend less than 10% of their time in this crucial area. We can help by creating and delivering a bespoke plan of education, based on your specific requirements, legacy and philanthropic endeavours.

Do you want to spend more time enjoying your wealth, and less time managing it?

The co-ordination of financial and tax administration is time consuming and requires a degree of knowledge and skill. We provide ongoing administration and operational support to our clients, including adviser liaison, institution on-boarding, managing AML and KYC requirements and collation of tax documentation.

Is there a particular area you need help with?

We understand that there are times when you need extra help. You may be selling a business or may have received significant wealth via other means such as a lottery win, inheritance, or divorce. Perhaps you are dealing with a complex estate following a bereavement. We can provide help and support until you are able to take control of your financial affairs again, ensuring you have time to make the right decisions.

Are you confident your family would have crucial information to hand in the event of unforeseen circumstances?

Having a plan provides much needed assistance and certainty at a time when loved ones are most vulnerable. We can help you establish a contingency plan to ensure that you can quickly re-establish control of vital infrastructure following an emergency or unforeseen circumstances. We can be a single point of contact as required, to alleviate stress and provide peace of mind.

Would a simple overview of your finances be helpful and save you time?

Effective communication between your advisors is key to ensuring a holistic approach to your wealth. However, coordinating advisors and dealing with ongoing reviews can be time consuming.

We work with you to help you obtain the maximum benefit from your advisors and a clear understanding of the overarching strategy, costs and performance.

It can be difficult to know which services best meet your requirements; compounded further by complexities of the financial world, technical jargon and varied pricing structures. This can be challenging to navigate, even for a professional! With our extensive knowledge and experience in this sector we are well positioned to help you.