Family Wealth Office
Established to exclusively advise families with assets of £5 million and above, our Family Wealth Office provides exceptional wealth management services to High Net Worth families, helping them achieve their lifetime financial goals and strengthen their family heritage for generations to come
Families who do not meet this criteria can still enjoy phenomenal financial care through our flagship service Legacy Lifetime.
Legacy Family Wealth
Our dedicated Legacy Family Wealth Office has extensive experience in working collaboratively with our clients and also our professional partners to plan, implement and maintain a comprehensive financial strategy that achieves collective goals whilst also supporting each individual family member.
Our work includes careful calibration of personal investments, philanthropic considerations and tax-efficient intergenerational wealth transfer. The Legacy Family Wealth plan provides long-term peace of mind and a genuinely lasting legacy that will benefit everyone involved.
Our fully integrated package includes:
Financial Planning
Tax Planning
Wealth Management
Philanthropic Management
Estate Planning
Transition Planning
