Our Services: Private Wealth ManagementWealth Management Services for Substantial Family Wealth
Our Private Wealth Management Services
Having worked hard to accumulate and preserve their wealth, many high-net-worth families seek support in planning the transfer of that wealth to subsequent generations. We are able to assist in all of your succession planning needs, from establishing family councils, to implementing and administering ongoing tax-efficient structures and providing private trustee services.
We know that approaching the topic of generational wealth management is an intensely personal and private affair. Our discreet and confidential family charter service is designed to facilitate the establishment of internal accords on the ongoing management, accumulation and dispersal of wealth, including the development of negotiated commercial and philanthropic policies, beneficiary policies and ongoing family trustee services.
We provide professional and responsive family trust services, handling both established and new family trusts. Our meticulous and transparent trustee services are also suitable for new and existing philanthropic trusts, and we sit as legal and commercial advisors to a number of charities in the UK.
Become a Client?
We typically cater to high net-worth families and individuals with net assets valued in the £20m-£500m range. If you would like further information on our services, please contact us using our form.
We invite you to read some of our briefing notes and answers to frequently asked questions below. If you would like any further information on the subject-matter or content of these, please do not hesitate to get in touch.
The Pros and Cons of a Virtual Family Office A virtual family office is a progressive evolution of the single family office. It aims to tackle some of the issues that single family offices face by outsourcing a large amount of (principally operational) work, helping...read more
For the extremely wealthy, the decision on where to deposit one’s funds is an important one. Recent history has shown us that no bank is ‘too big to fail’, and the perceived safety of funds on deposit has certainly changed as a result. While most banks are now...read more
While we would all wish for our private affairs to stay private, for many of us those affairs will be of little more than passing interest (if any) to the media, our neighbours or business partners. As one’s affairs become either more public, more significant, or...read more
In the Press / Media
From time to time, we are invited to comment on recent developments in the luxury/wealth-management spheres. Below is a sample of some of those articles. If you would like any further information on the subject-matter or content of these, please do not hesitate to get in touch.
From young high-earners to long-established family offices, we work hard to understand your values and goals and, drawing on years of experience as trusted advisers, deliver tailored solutions which match your way of working.
1-6 Yarmouth Place, Mayfair, London W1J 7BU
Tel: +44 (0)203 167 8727