We have proven experience of working closely with advisors to preserve and protect family wealth. We support our clients in establishing and managing complex, high-value structures frequently owning real estate, investment portfolios, private equity investments and interests in underlying trading businesses.
These underlying trading businesses may be the principal source of wealth for our clients and we understand that a strong emotional attachment usually exists. The ethos of our business to build long-term close and personal relationships with our clients is essential when dealing with such clients. This allows us to form a deep understanding of what matters to our clients now and in the future.
Our team includes chartered accountants and STEP qualified professionals and our independence from investment management and banking services minimises the conflicts of interest that may arise with some of our competitors.
We are sensitive to the fact that you are looking for professionals you can trust to manage your affairs. Recognising the dynamics in the global economy, our hands-on approach and experience with clients in the UK, Western & Eastern Europe, the Middle East and Asia allows us to respond to the changing needs of our clients, where ever they are in the world.
Our experienced private wealth and family office teams are here to answer any questions you may have. With a wealth of knowledge and expertise, they will be able to advise you on right solutions to meet your needs. You can rest assured that core to the Fiduchi principles are how your interests should best be met.