We have proven experience assisting and providing bespoke solutions to a broad range of high net worth individuals, successful entrepreneurs, business leaders and large families from all over the world.
Working closely with their advisors to preserve and protect family wealth we support our clients in establishing and managing complex, high-value structures frequently owning real estate, investment portfolios, private equity investments and interests in underlying trading businesses.
These underlying trading businesses may be the principal source of wealth for our clients and we understand that a strong emotional attachment usually exists. The ethos of our business to build long-term close and personal relationships with our clients is essential when dealing with such clients. This allows us to form a deep understanding of what matters to our clients now and in the future.
Our team includes chartered accountants and STEP qualified professionals and our independence from investment management and banking services minimises the conflicts of interest that may arise with some of our competitors.
We are sensitive to the fact that you are looking for professionals you can trust to manage your affairs. Recognising the dynamics in the global economy, our hands-on approach and experience with clients in the UK, Western & Eastern Europe, the Middle East and Asia allows us to respond to the changing needs of our clients, where ever they are in the world.