Our track record of forming strong relationships with lawyers, accountants and corporate finance firms is based on seamless collaboration. We take the time to listen to our clients’ requirements in order to provide and deliver a structured wealth plan, drawing upon our wealth planning and investment management services, as well as flexible lending solutions where required.
Having wealth planning, investment management and lending expertise in a single provider is not just convenient and cost-effective, but essential in providing clients with a comprehensive service. Our expertise spans the following areas:
We’ve helped generations of families handle their business matters, getting to know them and their companies in order to provide truly tailored advice. Ensuring a smooth transition to the next generation is paramount and we have extensive succession planning experience, which extends to the use of Family Investment Companies as a tax efficient way of passing wealth down generations.
We guide families or private clients through life’s milestones such as death, divorce or inheritance, via our core services of wealth planning, investment management and lending.
We provide sensitive and professional support to clients working closely with many family lawyers, and can look to provide lending facilities to assist clients through their divorce proceedings. This can be used to help fund legal fees.
We work closely with trustees to ensure that we fully understand the risk mandate and investment objectives of their respective charities. This extends to fully understanding the investment principles, challenges and aspirations of the charity to ensure our services are fully tailored to their ongoing needs.
We work in partnership with Corporate Finance professionals, including lawyers and accountants, to engage with clients who are looking to sell their business. We’re on hand to provide expert guidance and structure pre and post-sale.
This includes collaborating with our professional partners and the client to ensure they’re prepared with a structured wealth plan and road map for the future.