The Private Office team provide wealth management solutions for clients with substantial assets and complex financial affairs.
Many of our clients have been successful in creating their own wealth, but this often brings its own challenges. They want to ensure that there is a coherent strategy in place to make the most of their assets for them, their family, future generations and often charitable causes.
Drawing on our significant experience of being trusted advisers to successful people and families over many years, we use our understanding of the issues which matter to them to be proactive, and work sensitively and prudently to find the right solution for each individual and their family.
We understand the importance of assisting with the management and investment of your wealth to enable you to have the level of involvement and control that works best for you, and to ensure it only requires the level of involvement you want.
- Your Client Director will work with you to create a route map for your wealth - to formulate your objectives and priorities, and advise on how your wealth should be structured to fulfil these most effectively.
- The Client Director orchestrates a team of technical specialists with skills in key areas such as tax and inheritance planning, asset protection and philanthropy, as well as investment matters.
- Together, the team works to help you successfully implement and review your route map over time and to do this while reducing the burden of financial administration which you might otherwise face.
While we can provide most of the advice our Private Office clients need, we often work with external advisers where there are valued relationships already in place or where specialist services are required.