My team and I provide a small number of domestic and international private clients and families with a holistic wealth management service, combining planning, investment management, tax mitigation and the coordination of the family or individual’s other professional advisers. We specialise in advising UK nationals living abroad as well as non-domiciled individuals living here in the UK. Unlike many advisory firms, this includes clients who have US tax filing obligations.
I have a predominance of clients from the investment banking community, along with others from a variety of backgrounds and the common feature of most is that they are busy people, seeking to protect their wealth so to provide sufficient liquidity during their lifetimes and to pass wealth on effectively and tax-efficiently.
The breadth of the service and its greater emphasis on quality than on price distinguishes us from our competitors. In each case, the relationship my team and I have with our clients is focused on protecting the family’s wealth, reducing complexity and freeing up their time so they can concentrate on what really matters to them.
Our clients have very high expectations and so we concentrate on making sure all aspects of the service we provide are as good as they can possibly be. No one aspect is more important than any other.