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Planning

A detailed and personal service.

A comprehensive and well considered wealth plan is the key to taking care of your wealth for the long term and for current and future generations. Our wealth planning team can help you whether you need a thorough review of your finances or specific advice on a particular aspect of your wealth planning needs.

At the beginning of our relationship with you, we want to make sure that we fully understand your circumstances, priorities and both your short and long-term goals. Whatever your situation, we are committed to offering you fair and objective advice.

Wealth Planning

Your Wealth Planner is a specialist adviser who will analyse your personal and professional assets, and suggest a flexible wealth strategy according to your needs.
Your wealth plan can be adapted to take account of any changes in the fiscal or legal environment, as well as changes in your own circumstances or those of your family.  

Trusts and Foundations

From the administration of a simple family trust or foundation to family office services for private clients, private equity and mutual fund administration, we offer comprehensive private client services  together with corporate trust services.

Philanthropy

We all have a charitable cause that is close to our heart and regular donations are essential to support initiatives for those who are less fortunate than ourselves. Invariably, making a financial donation is no longer enough for donors and philanthropists. By establishing a charity you not only support a worthwhile cause, but also create a sustainable family legacy which will transcend generations.

Wealth planning
Be prepared for what is to come. Our expert wealth planners will work with you to understand your current...
Planning
Be prepared for what is to come. Our expert wealth planners will work with you to understand your current circumstances and devise a plan to help meet your needs and aspirations.By considering both your personal and professional objectives, your investment options. For individuals, families and corporate small and medium-sized enterprises we seek to find...
Wealth planning
Trusts and foundations
Your future starts today. A trust is a relationship where a trustee (an individual or a company) carries on business...
Planning
Your future starts today. A trust is a relationship where a trustee (an individual or a company) carries on business for the benefit of other people (the beneficiaries). Our solutions are capable of delivering the level of protection you require whilst anticipating the needs of current and future generations. Having a succession plan and clear strategy to...
Trusts and foundations
Philanthropy
Establishing your legacy. Philanthropy is the desire to promote the welfare of others, expressed by the donation of...
Planning
Establishing your legacy. Philanthropy is the desire to promote the welfare of others, expressed by the donation of money to good causes.
Philanthropy