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Private Client

We have gained a great deal of experience in assisting families covering a wide range of assets from personal wealth to family owned businesses, including established international commercial enterprises and more bespoke private company investments.

At the heart of our offering is the belief that we should aspire to, and deliver the best service possible to our clients using the full weight of expertise within the team as well as taking advantage of our excellent links to other third party advisors which retains our independence in the market place.

Every family is different and in this increasingly international environment, may have business interests crossing many borders, and family members scattered across the world.

Drawing on our expertise, we will sit down with you and your advisers and spend time gaining a thorough understanding of everything about you and your family, not only your financial needs but your hopes and ambitions for both now and the future.

Once we know more about you and what you are trying to achieve, this will allow us to work within our own resources. Through our network of legal and tax advisers we can tailor specific solutions for your family and business interests that take best advantage of the latest financial structuring vehicles to provide the most efficient solutions.

We are able to offer dedicated teams, with the assurance of expertise, responsiveness and discretion.

Every individual has different estate planning needs. Very few individuals now own assets in just one country and when dealing with property held in a number of jurisdictions, it is essential to have a thorough understanding of the legal and taxation environment to ensure the best estate planning solution is put in place.

We can use our expertise and network of selective professional advisers to ensure we find the best estate planning solution for you and your family.

International Cross Border Advice

You and your family business and financial interests may extend across many jurisdictions we can advise on the best way to structure these business interests. As an example, if an individual or family is considering establishing a business operation from their home country in another jurisdiction, we will advise on the best way to set the business up, any tax implications and opportunities and also on any legal or regulatory issues.

This service also extends to advising and assisting with the purchase of property and sourcing appropriate financing where required.

By utilising our in-house expertise and our range of selective professional advisers, we are able to provide the best and latest solutions available.