Wealth Planning

A comprehensive and well considered wealth plan is the key to taking care of your wealth for the long-term and for current and future generations. Our wealth planning team can help you whether you need a thorough review of your finances, or need specific advice on a particular aspect of your wealth planning needs.

Planning is crucial

Your Wealth Planner is a specialist  adviser who will analyse your personal and professional assets, and suggest a flexible wealth strategy according to your current and future needs.

Your wealth plan can be adapted to take account of any changes in the fiscal or  legal environment , as well as changes in your own circumstances or those of your family.  As changes occur your private banker and wealth planner will always be  available to discuss your options with you.

A fiduciary service you can trust

Implementing your wealth strategy will invariably require a wide-ranging and comprehensive  wealth planning service. Working with your advisers we will assist in the design and implementation of your plan utilising a range of services from trust and fiduciary to life assurance and financial planning.

From the administration of a simple family trust or foundation  to family office work for private clients, private equity and mutual fund administration, we offer comprehensive private client services  together with corporate trust services from a number of locations.