YOUR WEALTH CIRCLE
Think of ourselves as your wealth circle. We introduce individual advisors from any needed area of private wealth, and can further introduce a bespoke team to you that act as your wealth circle and are at your disposal to provide whatever you need.
WHAT CAN WE DO FOR YOU?
- Do you have an issue requiring one area of expertise? We can refer you to a leading advisor in the relevant sector which suits you.
- Do you have a project or issue that needs several experts from diverse sectors to work together? We can introduce you to a team.
- Keen to work out your goals and the types of expertise needed to achieve them?
We can work together to do that.
- Would you like to find a consistent circle of advisors to manage your well being, private assets and protect your wealth long term? We can introduce a team of specialists.
Entrepreneurs, families and advisors call on our services for many reasons, for example, when:
- They have a connection with or are planning a move to the UK
- They are planning an inheritance
- They are considering how to protect trust assets
- They are considering an investment portfolio review
- They require UK based accounting and tax advisory to coordinate global assets
- They are moving out of the UK
- They require financial planning spanning several countries
- They want the infrastructure of a UK private office but not the cost
- They need a lawyer, investment manager, accountant, tax advisor, financial planner, wealth planner, security, reputation management, recruitment, staffing, art collection management, property, portfolio management, travel, insurance, corporate finance, banking
- They are managing assets in different countries
- They need trusted advice across several areas of expertise.