Start writing the next chapter in your family’s story.
Whether you need help with one aspect of generational wealth planning or a holistic package that supports every facet of your family’s financial future, we tailor our services to help you craft a life and legacy that extends far beyond material wealth.

Our Family Wealth
Services
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Wealth Planning
With extensive knowledge of the intricacies of intergenerational wealth management, we ensure you have the resources to support your lifestyle and family for the long term.
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Estate Planning
To mitigate inheritance tax (IHT) and create a wealth transfer plan that gives you and your descendants peace of mind, we help you structure your finances and assets to achieve long-term financial security across generations.
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Tax Planning
Our considerable experience coordinating and implementing tax-mitigation strategies enables us to ensure tax efficiency throughout your financial planning so your family can preserve and grow its wealth for future generations.
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Trust Asset Management
Ensuring assets are prudently invested, and funds are effectively managed, we advise you on the appropriate Trust portfolio for your requirements. Whether setting up Charitable Trusts, Corporate Trusts or Trusts for children and grandchildren.
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Family Governance
Taking on the role of impartial advisor and facilitator, we establish the structures and processes your family needs to make informed decisions, communicate clearly, and resolve any conflicts around finances efficiently.
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Philanthropic Planning
From setting up charitable trusts and foundations to helping you maximise the impact of donations, we empower your family to champion and support the causes that are closest to your heart.
Add-On Services
Accountancy Services
Straightforward and personalised, our Family Wealth Tax Consultants will draw on their expertise to deliver the advice and strategies to support your multi-generational wealth preservation plans.
Family Investment Companies (FIC)
If you want to streamline your investment management, we can help set up a Family Investment Company (FIC) that consolidates your assets under one entity, giving you a powerful tool to confidently manage and protect your family wealth.
Business Succession Planning
When you are ready to transfer ownership or management of your family business, with our guidance, you will have a comprehensive, no-nonsense strategy for handing over the reins and ensuring a seamless transition to your chosen successor.
Power of Attorney Coaching
When considering and granting Power of Attorney, our team can provide coaching on key considerations for all family members at every stage in the process.
Collaborating with Third Parties
Many factors must converge to safeguard your multi-generational wealth, and not every facet is financial. We take a collaborative approach, working with your preferred professional advisers to ensure you have an integrated team that shields you from financial and legal risk.
They knew our preferences and made practical suggestions about our investment options and their advantages and disadvantages. They pointed out any tax implications and liaised with our solicitor, making the process run smoothly for us.
Family Wealth Client – Peterhead, Scotland
Start writing the next chapter in your family’s story
Get in touch to arrange a consultation with a Family Wealth Financial Planner