We support an exclusive portfolio of prominent, ultra-high net worth individuals, families and non-domiciles, many of whom have extensive, often global, financial interests, requiring specialist tax compliance and advisory support.
Substantial wealth usually requires constant management. From wealth preservation and succession planning, onshore and offshore trust structuring and accounting, to high level tax advice we work alongside clients to set up and manage a variety of different companies and trusts, including onshore/offshore trusts and non-resident trusts.
Each client has their own unique family situation, lifestyle priorities and wealth structuring opportunities. We work to their individual needs, advising either as an extension of their family office, alongside their private banks, wealth managers and trustees or in the role of financial controller, if they need one, to oversee every aspect their wealth and maximise tax efficiency.
Whilst we handle all client matters with the utmost discretion, our focus is on providing a first-class advisory and ‘financial management’ service. We always have an eye on the bigger picture, pre-empting potential issues and monitoring legislative changes to ensure clients are best placed to protect their interests, as well as capitalise on financial opportunities and support them with key financial decisions throughout the year. Key to the personalised service we provide is that clients can access our advice and support when they need it – we are always available to assist and answer questions they have or advise on any financial or trust matter for peace of mind.