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Clarity. Security. Legacy.

Make informed decisions

Information and resources of use to both clients and their professional advisers. We regularly write papers and share research into specific issues, ideas and opportunities related to the management of family wealth.

This section of our site is devoted to sharing white papers, resources and comment on a variety of life and wealth management topics of interest to clients, other wealthy families and our professional partners. We also share case studies to illustrate how we have helped people; coordinating all aspects of their family wealth, using a tried and tested process to create an environment that supports effective decision making.

Choosing a family office

If you are evaluating a family office to work with you need to have a clear grasp on where you stand today when it comes to the management of your family wealth, and any gaps that need to be addressed. Our questionnaire will provide this insight and is therefore a good place to start.

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Research and Comment

We aspire to be a leading authority on family wealth issues. The team spend a lot of time researching best practice and providing comment, which we publish on our blog. Be sure to check back for regular updates or subscribe to our email newsletter.

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Client Case Studies

We are inspired to achieve better outcomes for clients by creating an environment that supports effective decisions. Clients say that they receive so much more than just independent financial consultancy. They benefit from the way we work in genuine partnership with them, and our strategic partners, to help them establish, manage and maintain their one best financial life. Below is a selection of their stories.

Advice after business sale

Advice after business sale

I sold my practice to another firm and needed advice on the best way to structure my affairs, in order to scale back and spend more leisure time with my family. More

Business Succession Planning

Business Succession Planning

The owner of a highly successful group of companies, with branches across the UK, I was concerned about succession planning and passing my wealth to my family. More

Getting ready for Retirement

Getting ready for Retirement

Working as the Chief Financial Officer of a major corporation, I had little time to devote to my finances. I needed advice to help me to plan for my retirement. More

Guidance after changing career

Guidance after changing career

I left my job in the City and set-up a family business. My wife and I were paying high levels of tax and lacked a cohesive strategy for managing all of our wealth. More