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Protecting your inter-generational wealth is about so much more than safeguarding your assets. 

Family wealth management is about writing the next chapter in your family’s history, providing stability for generations to come, and ensuring your legacy becomes everything you envisioned.    Therefore, it requires a blend of strategic, nuanced thinking and a deep understanding of your family's values, aspirations, and dynamics. 

What you can expect from Family Wealth

What is Family Wealth?

Our personalised, comprehensive, and strategic family wealth planning service starts with you.

From our first conversation, we will work with you to discover what makes your family unique and how we can set you on a path to enduring prosperity. You can rely on us to provide:

  • A comprehensive and coordinated family office team covering all disciplines
  • A neutral environment where complexities and emotions are handled with sensitivity
  • Continuous communication at a frequency that suits you and your family life
  • Impartiality in laying out the choices and trade-offs involved in preserving family wealth
  • An understanding of the nuances involved in your finances and family dynamics
  • Robust risk management and data security
  • No assumptions of what your legacy should look like
  • Ongoing education and guidance for future beneficiaries

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

Our Process

Step 1 The Discovery Meeting

The Discovery meeting provides us with the opportunity to hear from you on your objectives, understand your family values, and any challenges you may be facing with regards to your Family Wealth. We will introduce to your personal financial team, who will be with you at every stage and will explain the detail and fees of our comprehensive service.

Step 2 Information Gathering

To provide you with comprehensive recommendations, we will require some financial details from you, and aspirational objectives, to assist you appropriately. We will require that you complete some details as part of this onboarding process. This will include completion of a discovery document for us to gather relevant financial information.

Step 3 Establishing Your Family Wealth Plan

Once we have the relevant information, we will collate your personal financial forecast, review your portfolio, taking into consideration any management of trusts, tax planning, and intergenerational planning requirements.

Step 4 The Analysis Stage

Your family wealth planner will research and analyse all relevant data, family objectives and any challenges, combined with your objectives, to provide the most appropriate recommendations and optimum solutions. 

Step 5 Presenting Solutions – Family Wealth Summit

Once the analysis stage is completed, our team will present you with appropriate solutions to consider. This often includes a multi-disciplined approach and may involve engagement with specialist tax and legal experts.

Step 6 Implementation Stage & Bespoke Financial Planning

Once you have had time to review the solutions proposed, we will proceed with setting up your family wealth plan, including all family members you wish to be included, with bespoke financial planning for each family member.

Step 7 Review Progress and Strategy Development

The process of review and ongoing financial planning support will be available to you as often as required depending on the needs of your family. Should there be multiple financial planning tasks in place, additional review meetings may be required. What you require will be established at the start of this process and is flexible to the needs of your family.


Client Stories

We have put together a series of short family stories to demonstrate the power of money in certain family dynamics.

Story 1: Family Bereavement

Story 2: The Family Trust

Story 3: Philanthropy


Start writing the next chapter in your family’s story

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

Get in Touch