Whether you have created your family’s wealth yourself or are responsible for safeguarding it for another generation, you will face important decisions and choices as you consider how the assets should be managed.
I know that the privilege of wealth comes with complex responsibilities. These might tie us to our other family members or perhaps to a business, and also to the causes that we choose to support – and to wider society and the environment that we live in and will leave behind.
Every family is different in terms of the number of its members, the generations they span, where in the world they live, what they do and what they aspire to. The origins of the family wealth and when it was founded are further factors that differ. Above all, families are dynamic: they grow and change, and so do their requirements.
Your family is unique, as is mine, but the challenges we face and the choices we make have been navigated by other families before. Trying to steer a course through these issues takes time and thought. It also requires a considerable amount of practical and professional help from trustworthy sources with current experience.
The management of your wealth requires specialist investment expertise. Our private client team, supported by the global strength of the Schroder Group, has the knowledge and experience to help you.
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The value of your investments and the income received from them can fall as well as rise. You may not get back the amount you invested.