Family Wealth Management
We can sometimes be asked to speak to the next generation who feel quite alienated by the wealth their parents have, and it’s a real privilege to give them the confidence to become responsible custodians of that wealth."
A focus on individual families
No two families are alike; each has complex and unique needs. We're here to keep you wealthy, and our extensive network of leading legal and accounting specialists means we can pair you with the best experts to meet your individual wealth management needs.
Planning for generational wealth
As a wealth manager, we focus on the fundamentals, rather than prevailing investor sentiment. We are determined to be good custodians of your capital, delivering expected returns for decades to come. As a family working hard to preserve your wealth, you’ll want to focus on understanding your goals and putting an effective financial plan in place.
Creating a multigenerational plan
You might find it helpful to use our wealth management framework to divide your wealth into different 'pots', each with a range of objectives driven by accessibility, target returns and risk tolerance.
The big ideas and important details behind our approach to preserving your wealth for the long term.
01 January 2023 | 25 mins
As a family-run business in its seventh generation, our focus is on the long term: to preserve and grow your wealth not only for this generation but for those to come. In this Quarterly Letter, we discuss the important issues surrounding legacies and succession.
19 December 2022 | 5 mins
Recent policy moves by the four western central banks took the total interest rate increase in the last year to nearly twelve percentage points. In this Strategy blog, we take a look at the current inflationary episode and the ensuing effects on the economic environment.
15 December 2022 | 30 mins
With geopolitical risk still present and impossible for markets to ignore (though tensions may not necessarily increase further), we are left facing the cyclical question of whether inflation can subside without an economic slump. In this edition of Market Perspective, Kevin Gardiner and the Strategy Team briefly revisit the UK's fiscal events before discussing COP27.