The money complexities facing modern families
Same-sex partnerships, adoption and surrogacy create many wealth management complexities, particularly around tax, inheritance and domicile, that all HNWIs should be aware of.
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Should I Choose a Boutique or a Big Brand Wealth Manager?
Boutique or big brand is a key question in your search for a wealth manager. Weigh up the the factors that might sway you with this handy tour of the issues.
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Solving Complex Wealth Management Needs: A Short A-Z Guide
Where complexities arise Managing wealth is often conceptualised as a journey, in recognition of the fact that individuals’ financial situations – and therefore needs – can evolve significantly over time. A person who previously thought that professional wealth management “wasn’t for them” can suddenly find they quite urgently need advice: a DIY investor might become […]
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Why you could benefit from a family investment company
Why Family Investment Companies are an increasingly common wealth structuring tool, which have protection built in.
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