We build your family wealth over the long term, while helping you achieve your wider goals. To do this, we work closely with families and their advisers to create tailored solutions that reflect your individual circumstances. We design investment portfolios that match your requirements and bring you additional services that protect and grow your wealth.
Complex requirements call for strong governance and expert, discreet and flexible services that can adapt to your family’s evolving circumstances.
We can help your generation to achieve its ambitions and leave a lasting legacy. As such, we offer a wide range of sustainable investments, covering environmental, social and governance concerns.
We’ve reviewed the various options for families who are considering how best to manage and oversee their assets. If you would like to receive a copy of our brochure, 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.