Individuals and families · Finance
Looking after family wealth
One clear picture of what the family owns, how it is held, and a written Investment Policy Statement so everyone knows what the money is for. We do not manage a portfolio, hold your money, or buy and sell shares for you.
Who this is for
Individuals and families whose money sits in a business, property, and savings.
What you get
- A map of companies, property, debts, and the money that moves between them
- A way to keep the family’s savings apart from the risks of the operating business
- An Investment Policy Statement (IPS): a short written plan for what the money is for, how much risk is acceptable, and what must stay available as cash
- What a death, a family expense, or a buy-out will actually cost in cash
Instruct
Request a proposal for this help.
Tell us what you need. We will reply with what we will do, how long it will take, and what it will cost. You are not a client until we both sign.