Private Family Estates

With over 20 years experience in managing commercial, residential and rural assets in the UK, EMEA and internationally we have a good appreciation of the make up of private family estates.  Combining separate family tax planning and investor appetite for risk we are able to execute multi-generational estate strategies.

Wealth Management

Drawing on private client portfolio advice we are able to ensure a balanced approach is taken

• Advise on portfolio composition
• Create value through active and timely management
• Draw together advisers to execute  portfolio strategy

Asset Management

Having managed large family estates we are able to help ensure effective asset management

• Identify assets and advise on strategy
• Assist with acquisition and funding
• Project manage multidisciplinary delivery team

Efficiency

Understanding the need for costs to be optimised in public and private estates.

• Assessment of business requirement
• Translation of business requirement to new asset platform
• Support in creating new occupational strategies