services

We offer a range of professional services to clients.  The services we provide are most often associated with financial matters, such as the movement of funds, business transactions and the monitoring of investments.  We are not an investment house nor do we seek to remunerate ourselves from clients investments.

We aim to work directly with client families; we are at our best when we are at the centre of the family's financial matters and have a complete picture of the family's wealth strategy, concerns and ambitions.  We find this type of relationship is more mutually rewarding and beneficial.  The families we work for are prepared to place their assets in our hands because they trust us implicitly and recognise the pride we take in the work we do for them.

We are happy to discuss  the use of private trust companies, trusts, protectors, companies, corporate directors and  company secretaries, which all feature among our services.

It is important for both parties that the parameters of engagement are agreed in advance, as our pricing preference is to work to pre-agreed fees.