Our approach
Our aim is to develop long-term relationships with our clients, building trust over several generations of the same family. As part of our service, we supply tutoring (if required) for younger generations to help them manage wealth they may have already and also to prepare them for future inheritance or lifetime gifts from the more senior generations.
We can assemble a team of support professionals for the family and can act as a hub to coordinate that support as required. Alternatively, if there are already other advisors, for example accountants, financial advisors, offshore lawyers and strategic business advisors, then we are happy to work as part of a team to complement the other advisors’ input.
Our partner led team also has considerable cross border experience to assist international clients and those with assets worldwide. We have contacts with the best international private client lawyers, with whom we work to achieve a domestic and an international plan which mesh seamlessly, to avoid any dislocation between domestic and foreign law. We are fully conversant with those who are not domiciled in the United Kingdom and for those who are resident here, but not yet treated as being caught fully in the UK tax net.