Family Governance & Oversight

Planning for the future and whatever that may hold is fundamental to good wealth management.

Integrating the generations into a common plan that fits all their aspirations and lifestyle needs will help give comfort and preserve the family’s wealth from generation to generation.

We can provide a governance framework to plan wills, trusts, power of attorney and inheritance tax planning.

We take time to meet the younger members of the family to ensure they understand wealth management, the strategy, and any part they will need to play in preserving family wealth and wellbeing.