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Families

Wealth Management UK

Working with families

Two centuries of managing our own wealth gives us a unique perspective on what ‘long term’ really means. We understand what it takes to preserve wealth over multiple generations, while making sure each generation can benefit from it.

Please get in touch to tell us about your family goals and hear more about how our experience can help you.

 

 

Our founding family is one of the few to successfully sustain their wealth over 200 years

With regards to wealth, it's commonly thought that many families will create, then lose, their wealth within three generations. We, however, are now entering our seventh generation as a family-controlled business.

This was made possible by robust planning and taking a long-term view.

With a shareholder who measures success over the long term, we are able to apply the same time frame for our clients.

Bust at New Court, Rothschild & Co

"Lack of order will turn a millionaire into a beggar"

Nathan Mayer Rothschild (1777 - 1836)

New Court building at Rothschild & Co

Creating a multigenerational plan

Sustaining wealth for multiple generations is complex, but there are some simple steps you and your family can take to give yourselves clarity. Learn more about our process and how we can help you.

Whether you're a first generation entrepreneur, or a family looking to preserve and grow your generational wealth, understanding your goals and having an effective financial plan in place is vital.

We are an experienced guide for many successful families, who choose to invest with us for the long term.

We often act as a sounding board across our clients' financial affairs, beyond their investment portfolios. Where each client's circumstances are different, sometimes this requires specialist support. Our extensive network of global experts, together with our Client Advisers, are here to ensure you and your family get the best advice.

 

 

Contact us

If you'd like further information on how we might help you and your family, please get in touch.

 

Insights Discover how our advice and expertise comes to life

Macroeconomics

Mass unemployment to labour shortages

20 September 2021 | 30 mins

Widespread labour shortages have subverted past expectations of mass unemployment. As the growth of the past few months appears to be slowing, we take a look at the continued inflation risk and fiscal and monetary outlook across the world.

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China: now it's real estate

22 September 2021 | 5 mins

Having already been grappling with slowing growth and ongoing regulatory issues, China is now facing a crisis in its real estate sector. We take a look at the issues facing this sector, alongside the recent ramping up of Beijing restrictions, to consider the potential impact of such developments.

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Mixing art and science

1 October 2021 | 24 mins

Investing can often seem like a numbers game. However, while a quantitative, scientific approach can certainly reveal a lot about a company and its performance, there are also aspects which only a qualitative approach can reveal. In this Quarterly Letter we delve into how we combine these approaches, and how this informs our investment decisions.

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To read our full range of insights, visit our Insights page.