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Family wealth management for a secure future
Family wealth management brings together wealth planning and investment management to protect and grow you and your family’s wealth for generations to come.
Our fully independent Wealth Planners take a holistic view of your assets and investments while considering your family circumstances and personal wishes. This approach enables the team to craft a strategic, long-term financial plan to enhance your family’s wealth.
Working closely with a dedicated Investment Manager, both experts will review your current investments to build a diversified portfolio tailored to your risk profile and focussed on achieving your desired lifestyle and future for your family.
Book a free family wealth consultation
Ready to grow your wealth for the future? If you have £250,000 or more to invest – including ISAs and pensions – book a complimentary, no-obligation one-hour consultation at your leisure with a Wealth Planner.
It’s a great opportunity to meet the expert who would be dedicated to looking after your family’s wealth. There’s also no obligation to go further.
Your hour-long consultation will review five key areas:
1. Your current finances: your income, outgoings and assets
2. Your priorities for your family: buying property, paying school fees or retirement, for example
3. Your family’s aspirations: now and for the future
4. Your current investments’ performance: are they aligned with your plans?
5. Family wealth management: how it can help you achieve your goals
How our experts can help manage your family’s wealth
At Adam & Company, we strive to add value – not just to your investment portfolio, but in every interaction we have with you. Managing family wealth requires careful long-term planning and, above all, a personal approach. That’s why we take the time to get to know your priorities and unique family circumstances.
We combine this knowledge with our in-depth understanding of investment markets, tax-effective strategies and legacy planning to create a family wealth plan tailored to you.
Why choose Adam & Company for family wealth management?
- Clarity and direction with a wealth plan built around your personal circumstances and your family’s priorities
- Expert guidance based on our in-depth market knowledge and decades of experience in helping families grow, preserve and pass on their wealth
- Personalised, forward-thinking investment strategies including specialist investments to help grow your portfolio
- Tax-efficient succession planning to pass on as much as possible and secure your family’s legacy
- Ongoing support and reviews to ensure your plans adapt to changes in your circumstances without losing sight of your goals.
Our family wealth management services
Independent wealth planning
Impartial and transparent financial advice to help you structure your family’s wealth effectively.
Investment management
Hand over responsibility to a dedicated Investment Manager who has the expertise, time and resources to protect and grow your wealth.
Retirement planning
Independent advice to help you put the right retirement plans in place so you can enjoy later life to the fullest.
Financial planning for business owners
Strategic and practical advice on managing your wealth before, during and after selling or passing on your business.
Cashflow modelling
A dynamic tool to help you understand whether you’ll have enough money to live comfortably in retirement.
IHT Portfolio Service
Our IHT Portfolio Service is designed to maximise the potential for growth in the short term while protecting your wealth for the future.
What are the benefits of family wealth management?
- Secure your family's future wealth: With a holistic financial plan encompassing all areas of your wealth - including funding education, helping your children financially, planning your retirement, exiting your business or charitable giving.
- Preserve and grow your family’s wealth: With the largest intergenerational wealth transfer in history happening right now, expert financial advice and investment management helps ensure your family's wealth is secured for future generations.
- Passing on your wealth: Transferring wealth becomes more complicated the more money you have. Intelligent inheritance tax planning and ongoing advice can help you and your beneficiaries preserve more of your family legacy for longer.
- Peace of mind: Having a family wealth management strategy in expert hands can give you the reassurance and confidence to spend more time with your family doing what you enjoy most.
Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.
Our portfolios are designed to work over a typical investment cycle of 7-10 years, so we recommend you stay invested for at least seven years.
The tax treatment of all investments depends upon individual circumstances and the levels and basis of taxation may change in the future. Investors should discuss their financial arrangements with their own tax adviser before investing.
Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.
Investment involves risk and is not suitable for everyone.