Welcome to more
Wealth Management with more knowledge, more expertise, more insight, and more empathy.
Family Wealth Office
Our mutual friend would like us to meet & we are delighted to make your acquaintance.
Established to exclusively advise High Net Worth families, our Family Wealth Office provides exceptional wealth management services, helping them achieve their lifetime financial goals and strengthen their family heritage for generations to come
Below we’ve listed some of our exclusive services that might be of particular interest to you. Each can be made bespoke to fit your needs. In the meantime, get to know us more, ‘click around’ and when you’re ready - we’d love to get in touch. Simply provide your details below and a member of our team will reach out promptly, professionally, and confidentially.
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Family Wealth Office
Convert your current success into a continuous strategy. Legacy Family Wealth is a premium programme of specialist planning, expert advice and ongoing guidance that’s dedicated to providing dependable long-term wealth security. Meeting the future financial needs of your family. And theirs.
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Legacy Business
It’s not just any business - it your business. Our corporate benefits team work to create bespoke solutions and packages that benefit both directors and employees. We work seamlessly with directors wealth planning to ensure that our corporate and private services compliment one another to ensure simplicity and efficiency.
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Trustee Advisory Service
Trusts and Trustee responsibilities are governed under the Trustee Act and can be complex to say the least. Legacy comes alongside trustees to ensure that you understand what your obligations are around reporting, investments, reviews, and advice. Our specialist Trust Team will guide you through these complexities and provide advice on adhering to your duties.
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Legacy Lifetime
When it comes to forming an individual wealth strategy, we listen before we advise, we value what matters to you, and we take pride in expertly handling the pursuit of your lifetime goals. Legacy Lifetime is our flagship service that combines personal financial planning with a full suite of wealth and risk management considerations.
