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Wealth Management Advisory

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Wealth Management for Your Business

Whether you want to protect and secure your private business for transfer to the next generation, or manage its assets more effectively, we can help. Private business is often the source of individual wealth, which means that emotional, as well as financial issues, can be involved – issues that our diplomacy and experience can help resolve. We appreciate the close interdependency that often exists between private business and personal wealth and will always seek to balance the two.

Business Succession Planning

We have helped businesses of all kinds with effective succession planning. We have specific expertise in the successful transfer of businesses to the next generation – and also know the pitfalls to avoid. We can help to keep your business in good health for the future by limiting liquidity outflows, and by paying due consideration to the qualifications and interests of your children in running the business in the future. We can also separate the management of the business from the ownership of its capital.

If you wish to sell all or part of your business, or take it public through an IPO, we can put you in touch with expert colleagues in our investment banking division who can help. Once the sale is successfully concluded, we can advise on how to deal with proceeds, in accordance with your risk preferences and personal goals.

Corporate Wealth Management

We help many organizations manage their corporate wealth just as effectively as we service our individual clients. There are many ways we can help, including observing applicable investment restrictions, making effective pension arrangements and providing accurate financial reporting.

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