Our clients tend to have complex, international financial affairs, often involving their businesses and their families. We can co-ordinate and deliver all the services of a private family office, with the added benefit of being able to draw on our multidisciplinary expertise (strategic partners – see below) and highly qualified staff when required. Our clients include both families whose wealth has accumulated over generations and those of the entrepreneurial generation who have created considerable financial assets.
How we work
- We work in conjunction with our affiliated Tax Consultants Tuson & Partners and build close relationships with other professional advisers, particularly our clients' legal advisers, to provide a coherent strategy
- We can provide technical and administrative support in the planning and structuring of family assets
- We sit on family advisory panels to provide key input into tax planning and investment decisions
- We act for both UK and non-UK domiciled individuals and families with offshore structures that include trusts, companies and LLPs
- We ensure our international private clients' affairs are structured as tax efficiently, flexibly and simply as possible
- We have forged strong links with other leading advisers and providers of banking, company and trust services
Services we offer
- Personal tax & trusts
- Bespoke personal financial planning
- Investment management
For further information about our services, or if you would like one of our professionals to call you, please contact firstname.lastname@example.org (phone number 020 7702 4343).