You’ve worked hard for your wealth. Now let us help you make the most of it.
Our private wealth management professionals work closely with clients to provide bespoke legal and tax advice with an emphasis on asset preservation and long-term planning strategies.
What is meant by private wealth management?
Private wealth management refers to investment management and financial planning for individual investors. As the global population has grown wealthier, the need for the external management of private wealth has become increasingly important.
What do we do?
Our private wealth management lawyers work with individuals, families and their businesses to help them protect and structure their personal wealth in the most efficient and appropriate way possible, focusing on developing solid, long-standing personal relationships built on trust.
Our team offers a client-focused service, advising on:
- estate planning, including the preparation of complex wills and lifetime trusts
- multi-generational estate planning
- tax-efficient business structures and wealth protection
- pre-sale planning
- family investment companies and philanthropic giving
- estate administration
- deeds of variation
- lasting powers of attorney/ court of protection/ deputyship applications
- assistance with elderly parents and vulnerable dependants
- will disputes.
Crucially, our reputation is built on excellent client service. The way we work and the very high quality of the service we deliver is always carefully tailored to your specific needs and commitments.
We’re efficient, flexible and focused, and act with absolute discretion at all times.
Who do we help?
Our private wealth management professionals work with individuals with substantial personal wealth across the UK. We have clients ranging from CEOs of Plcs and start-up entrepreneurs to large estate owners and lottery winners. We draw on our years of experience and knowledge of private wealth law to provide our clients with the best possible service.