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Clarity. Security. Legacy.

Latest news and comment

News, comment and updates from the team at Strategic Family Office. Every insight we publish has been added based on its relevance to wealthy private clients, families and their trusted advisers. Posts are regularly added, so do visit again.

Here you will find our regular insights and comment on family wealth matters. From upcoming events to financial planning, investment management, tax planning, philanthropy and the issues faced by business owners. We firmly believe that education will empower you. That's why we provide information to help you make informed decisions and ensure your lifestyle dictates your finances - not the other way around.

Is ‘Offshore’ A Dirty Word?

It is perhaps not surprising when another ‘Offshore’ scandal emerges in the media, although the extent of these activities, highlighted by an investigation into the arrangements of UK residents with Swiss bank accounts, is more shocking. Now to be clear, […]

Posted by admin | April 13th, 2015 | Tax Planning Read more

Darren Berry – Joins The Team

We are pleased to welcome Darren Berry as Business Development Manager. Darren joins us from UBS and has extensive financial services experience. He is also a member of the Society of Trust and Estate Planners and a Charterd Financial Planner.

Posted by admin | March 27th, 2015 | Uncategorized Read more