You are a globally minded investor seeking a wealth management strategy that will bring structure and order to your affairs; whilst carefully considering the implications of operating across multiple jurisdictions.
You may be starting to plan for your childrens’ future, contemplating your legacy, concerned about the tax implications of your investments, interested in protecting your wealth or facing other complex challenges associated with your personal wealth or living and working abroad.
Whatever your financial ambitions, issues or concerns, we can help you to formulate a global wealth and investment strategy that is tax efficient, compliant and aligned with your overall objectives.
From our London office we deliver a range of services tailored to the needs of UK residents, US residents, US expats and foreign nationals living in the UK. We also work with your existing trustees or financial advisors to implement tax efficient and tailored solutions.
Our partners and wealth advisers have considerable experience, expertise and knowledge working with clients that face many of the same challenges, managing their complex affairs across two continents..
You may also wish to express your personal values through investing, but need an understanding of how to invest sustainably and for a social impact. We have developed a BlendedValuesFramework™ to guide you through investing decisions that are in concert with your values..