Integrated Wealth & Business Strategy

Having worked in the High Net Worth and Strategic Business Advice industry for many years, including at large and prestigious financial institutions, we realised that most wealthy families and entrepreneurs were not understood, or being looked after, in the way that they expected and deserved.

We have never believed that by adopting a rigid, box-ticking mentality and by being overly corporate and disconnected with the real issues faced by entrepreneurs and wealthy families alike, would be the best way to engage and truly add value.

Private Banks, wealth management and IFA businesses, traditionally only provide advice which is constrained and limited to the products they offer.

They are often restricted to advising on liquid assets, and do not take into account other sizeable and important illiquid family assets, like property and private businesses.

For entrepreneurs, hands-on advice at board or shareholder level often does not deliver, as it is not tailored, follows inflexible methods, and is seldom hands-on.

Your business is as unique as your own family, and our approach has to accommodate all your moving parts, including your personal wealth, as it is so interconnected. This is why we created our business.

Unlike traditional private banks and wealth managers, as a Multi-Family Office, we are retained by wealthy families and entrepreneurs to provide objective advice, counsel and investment management services across all their wealth, including as strategic advisers across their businesses, investment portfolios, pension funds, trusts, charities and property assets.

Joined-up and objective advice, across your business and personal assets.

The Detail

Unlike traditional private banks and other wealth managers, as a Multi-Family Office, we are retained by wealthy families and entrepreneurs to provide objective advice, counsel and investment management services across all their wealth.

This includes acting as strategic advisers across their businesses, investment portfolios, pension funds, trusts, charities and property assets.

Family Wealth

Wealth Current State Assessment

Assets & Liabilities

Net Worth Statement

Property Holdings

Private Company Investments

Pension and Investment Assets

Financing Solutions

Wealth Roadmap

Life and Wealth Goals

Retirement Planning

Salary Replacement

Future Cashflow Projections

Future Asset Value Accrual

Wealth Risk Management

Health and Wellbeing

Family Risk Management

Life Assurance & Protection

Personal Risk Profiling

Disaster Recovery

Wealth Structuring

Asset Analysis & Diversification

Restructuring of Wealth Vehicles

Tax Mitigation

Cash & Liquidity Management

Pension Maximisation

Cross Border and Jurisdiction planning

Wealth & Investment Management

Risk Managed Investment Portfolios

Institutional and Empirical Investment Research

Conviction Led, Active Asset Allocations

Globally Diversified Asset Classes

Sub-Manager Selection and Oversight

Full liquidity at all times

Wealth Succession Plan

Legacy & Family Succession

Business handover or disposal

Estate, IHT and Trust planning

Wills and Lasting Powers of Attorney

Charities & Foundations

Entrepreneurs

Business Current State Assessment

Critical Success Factors

Marketing & Client Acquisition

Senior Management Capabilities

Management Information Dashboard

Operational and IT Improvements

Product / Service Lifecycle

Risk Assessment

Business Exit Roadmap

Strategic Business Plan

Business Enhancements

Organic and Inorganic growth

Succession and Exit Plan

From Owner Manager to Investor

Business Risk Management

Cashflow Management

Key Senior Team risks

Client Concentration

Supplier Risk Management

Employee Attrition

Competitor Analysis

Business Optimisation

Revenue Diversification

Profit Extraction

Margin Improvements

Cost Centre Analysis

Financing Solutions

Funding for Growth

Tax Mitigation

Ownership Structures

People Resources

Brand Communication

Service enhancements

Organic vs Inorganic Growth

Business Exit

Full or Part-Disposal

Deal Structure

Equity Re-Investment

Earn Out Optimisation

Vendor Loan Notes

MBI/MBO/EOT, Trade Sale or Private Equity

Ideal Buyer Profile

Our Edge