High Net Worth Family Groups

The concept of “high net worth” has been perpetuated in the financial planning world – but often the focus is single dimensional.  Selling investments is not the solution. 

 

Strategic well-crafted objective based advice sits at the core to advising clients who either earn a considerable income or who have accumulated considerable assets.

 

The correct asset holding structures are vital as the tax implications and asset protection strategies all emanate from the structure.  This also feeds through to Estate Planning and optimal passing of the family’s wealth to the next in line.

 

Such enormous value can be added to this group – without the necessity to “sell investments”.

 

We provide a wholesome interwoven set of strategies tailored to each family group. Sometimes the outcomes may even be “simple”.  They certainly do not need to be product based or generic. But the outcomes need to be logical, capable of change as the family circumstances change, and be robust to withstand events that are out of our control.