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As well as considering your family’s wider investments, holding vehicles (trusts, bonds etc), risk budgets, tax implications and consolidated reporting, our wealth strategy can encompass family governance and philanthropy. Equally, we can create specific a strategy for one aspect of a family’s finances. In each circumstance, we will clearly explain in clear language without using jargon, the benefits of our recommendations.

The transfer of family values and “wealth knowledge” is as important as the assets and this is a journey and not a single event.