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How we can help with

Family Wealth Management

What is it?

Whether you are building first generation wealth or seeking to preserve generational wealth, we can help. The approach taken will be closely tailored to your family.

You can fall into any of the following:

  • You’ve been successful in building wealth during your lifetime to date and you need advice how pass that wealth onto the next generation.

  • You’re concerned about how the family business and assets can be preserved as it cascades down generations. You’re also concerned with who participates in the family business and who would be classed as a member of the family as the family expands through marriage and new births.

  • You’re concerned about ensuring that later generations become good stewards and custodians of the family wealth.

Why is it important?

This is likely to be something that you tell us. We know you’ve built wealth, preserved wealth and grown it further. You have financial security. Although you recognise it’s important not to lose that security, you are also concerned about the impact you want your wealth to have on the causes that matter to you whilst also ensuring your lineage is taken care of.

In fact, your lineage may be a crucial part to passing on and continuing your legacy after you’ve gone.

How we Help?

We listen to you carefully and explore whether we can help. This service will require a multidisciplinary approach. We work with some of the best tax and legal advisors to complement our own work on succession, financial planning, and investment management.

Whether it’s:

  • utilising the correct tax wrappers of different members of the family

  • incorporating a property portfolio

  • setting up lifetime trusts

  • putting in place specialist wills and trusts

  • needing to access experienced mentors when handing over the management of your company and increasing the involvement of non-family members

  • creating a family constitution and a family charter

we can help.

For an initial consultation, you or your representative can complete the following submission form and one of the team will be in touch.

    Schedule a call now
    for some advice

    Free

    30 Minutes initial enquiry

    Learn more about us and how we are likely to support you and/or your business.

    Do you fit our client profile?

    Would you say 'yes' to one of the following?

    Salary

    120k

    Do you earn more than £120,000 per annum?
    Portfolio

    5

    Do you have a property portfolio of 5 or more  properties? Or are you an ambitious property entrepreneur?

    Asset

    2.5m

    Do you have assets of at least £2.5M, or are projected to have so at death?
    Property

    Business

    Do you have a business that is likely to still be trading on death?

    Success Stories

    See more reviews on TrustPilot

    ADL has been a delight to work with. Extremely knowledgeable about the subject of IHT, but also how this technically fits into the bigger picture and wider wealth planning.
    - Rob, Independent Financial Adviser