Private wealth advisory · London
We advise around fifty families on structuring, succession and the tax treatment of their wealth. No in-house products, no commission, no discretionary mandate.
We get involved before transactions — a company sale, a gift, a property purchase — rather than after them, once the room for manoeuvre has gone.
Our independence is a matter of method, not a sales line: we are paid in fees, which leaves us free to recommend doing nothing when that is the right answer. It happened eleven times in 2025.
Every relationship starts with a full review. Nothing is decided before it.
A costed picture: assets, liabilities, tax exposure, ownership structures, and provision for a spouse and children. Written report within three weeks.
Gifts, trusts, business relief, family holding structures. We coordinate your solicitor and accountant rather than replacing them.
Structuring ahead of the sale and reinvestment of proceeds. Carried out alongside your solicitors, never instead of them.
One review a year of the agreed strategy, of tax changes and of what has changed in your life. No minimum term.
« We arrived with a tax question and left with a ten-year succession plan our children actually understand. »
The B. family — HampsteadSale of a manufacturing business
« They advised me against a transaction that would have earned them a fee. That is why I am still a client seven years later. »
Dr Anne M. — MaryleboneDental surgeon, retirement planning
An hour to understand your position and tell you whether we can be useful. No obligation, no fee.