Whether gained through succession or wealth generating events, managing private wealth is increasingly complex, involving greater regulation and coordination, and is sometimes the subject of disputes. Our private wealth teams offer a comprehensive, responsive and discreet service to business owners, investors, senior executives and their families and provide the solutions to protect their wealth, both for themselves and future generations.
We are able to move quickly to deal with your immediate priorities and put plans in place for the future. We will look after all your individual private client needs, with full access to our wider business services where needed.
We are very much part of the private wealth ecosystem, with long-standing relationships with wealth managers, private banks, estate agents, trust companies, family offices and other advisers.
Our bespoke solutions are developed from a range of services, including expertise such as family governance, wills and estate planning, tax planning, buying and selling property, matrimonial and childcare matters, with lawyers experienced in more contentious matters if things go wrong. Our expertise is recognised by the leading directories and private wealth institutions.
We aim to enable our clients to take advantage of their wealth not just now, but in the future and for generations to come. We will support you through this journey, ensuring a smooth succession of your assets, but without losing sight of the values which gained you these in the first place.
