Protect your family’s future
There are several options to preserve your family wealth over the generations. This includes transferring wealth, intelligently investing, safeguarding a cherished family business and more. Balancing all of these, alongside the emotional aspects, can make family wealth management slightly daunting – particularly when you bring tax into the equation.
An experienced Wealth Planner can guide the whole process: they’ll help you understand and manage any timelines, strategies or preparations. With their support, you can look into every eventuality, receiving advice on how to ensure your wealth is transferred in the most effective way.
How we can help
Our family wealth services can help you take control of your and your family’s intergenerational wealth planning
Wealth planning
Feel more confident in your future, as our experts bring clarity to your finances.
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Investment management
Ensure your money is working as hard as it can with our investment management service.
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Inheritance tax planning
Understand how to leave a lasting legacy with the help of our experts.
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We were tremendously impressed by Harry’s immediate understanding of our needs and his ability to see the whole picture. We can now look forward to the future with total confidence.
How we helped Huw and Tesni to support their family
Huw and Tesni are in their early fifties, with two teenage children. Huw is managing director of a transport and logistics business set up by his father. He has now decided to sell his shares in the business for £3m, although he will still retain an interest and voting rights.
Common questions on generational wealth planning
No family is the same, so every family wealth management plan is bespoke too. Your Wealth Planner can take care of family investment management to help you realise your goals, as well as looking at your wider financial needs, such as IHT planning.
