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Your legacy is in safe hands

Through our comprehensive range of family wealth services, we make it our mission to protect, fortify and grow your family wealth.

Your legacy started forming the moment you were born, and it will live on through generations, even when you aren’t there to witness it. So, it needs to be treated with care.  

Whatever you want your legacy to be, we help you and your family, identify your values and goals and take the practical steps to make it a reality.  

Whether safeguarding the next generation’s financial well-being, giving back to the community, or preparing for the unexpected, your specialist family wealth team will get to the heart of what matters to you and forge a roadmap that perfectly aligns with your aspirations. 

Your life’s work is our precious cargo. 

Managing family wealth requires a steady hand, a delicate touch, and a compassionate ear.

By maintaining frequent communication with you and your family, we ensure everyone has a seat at the table and can see the bigger picture. In a neutral setting, we guide your family through the complexities, emotions, and trade-offs that come with protecting and growing your generational wealth.

Providing impartial advice at every turn, you can rest easy knowing that your family members are all on the same page, and that your legacy will be protected by prepared and responsible custodians.  

Our planner at Family Wealth is extremely knowledgeable, and we have a relationship built on many years of trust. I have absolute confidence that they act in my best interests at all times.

 Family Wealth Client – Aberdeen, Scotland

Start writing the next chapter in your family’s story

Get in touch to arrange a consultation with a Family Wealth Financial Planner

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