Wealth planning: Managing your legacy through bespoke solutions to secure your wealth across generations, proposing when needed investment vehicles that can be efficient for your current or upcoming financial goals.

Succession planning: It makes sense to protect your wealth - for yourself, your family and future generations. How you go about this is a personal decision and a complex one, with many issues to consider that our highly qualified team can support you with.

Trust administration: Administering trusts and other wealth planning structures is a significant professional commitment that may last generations. We can provide the administrative capabilities and expertise you need to protect and grow your wealth.

Private funds: Private funds can help simplify complex financial arrangements, consolidating wealth whilst satisfying the needs of the wider family which may have different investment needs and preferences.