Your family’s wealth may be the result of your own business’s success or you may be the steward of wealth inherited from earlier generations. In either case, the challenges you face will be similar to those seen by the other families we advise.
There may be continuing business interests to oversee, different family members’ needs to meet and differences of opinion between individuals to balance. More often than not, families will feel strongly about the charitable causes they want to support. And, increasingly, our family clients are expecting their investments to deliver positive social and environmental outcomes – in line with their values.
These complex requirements call for strong governance and expert, discreet and flexible services that can adapt to your family’s unique make-up. We understand the responsibility that comes with family wealth. We can help ensure your generation achieves its ambitions, and that the values you set will live on through future generations. To help, we have produced “Managing Family Wealth”, a document which reviews the various options open to families who are considering how best to manage and oversee their assets. If you would like to receive a copy, please contact a member of the team.
We bring a range of services to a UK family office who have appointed us to manage the family’s liquid investments. We provide the family office and the individual family members with customised reporting and administration. Some members of the family live overseas and many are involved with a family charitable trust.
Following the sale of a family-owned business, our client came to us for advice on estate planning and investment structuring. We helped them plan for the efficient transfer of wealth to their children and charity, while providing a high degree of flexibility and minimising complexity.