Private Wealth

The greatness of a man is not in how much wealth he acquires, but his integrity and his ability to affect those around him positively Bob Marley

Private Wealth

Introduction

Introduction

We offer a very practical Private Office Management service to wealthy individuals and their families.  The essence of what we do is to support and protect our Clients with a comprehensive range of fully-tested services to provide a conduit through which wealth is maintained for present and future generations, and philanthropic investments.

Below is a brief overall summary of what we are doing for current clients but if you wish to confidentially discuss your own personal requirements please call Bill Dodd

Without empathy, shared vision and trust, neither party would enter into this very close client and adviser relationship.  The client requires the highest levels of confidential advice and support and the adviser has to be capable of achieving the client’s objectives whilst maintaining and enjoying a very proactive working relationship.   We have been very fortunate to meet clients with whom we share this empathy very successfully.

Relationship based advice and support

Relationship based advice and support

In recent years we have successfully developed a complete accounting back-office service where we run and control clients accounting functions through every stage of the process including making supplier payments and credit control.

This service is currently used by a number of our clients and is fulfilled at their premises or remotely from our offices to suit the particular circumstances.

As well as the full back-office service, we offer monthly and quarterly management accounts (Sage, Iris, Cloud etc),  full PAYE (currently to 100 employees) and VAT services including all returns and online submissions, banking, grant and loan applications and insurance claims.

Our services are proactive in their visioning and strive not to be reactive in their deliverance except when fast reactions to unexpected situations and events are required.
We will work around the clock where necessary and relish working with fast entrepreneurs.

Full back office service

Full back office service

We provide complete Back Office facilities for clients and their families to run, co-ordinate and support their business affairs and private lives. According to circumstances, requirements and complexity, we offer a service to encompass and facilitate whatever is required. This includes accounting for all income, processing and paying all expenditure including household expenditure as required and managing and controlling contractual situations.

Management of assets

Management of assets

We have excellent experience of closely working with clients to manage companies, investment and property portfolios, household finances, staff, motor fleet, yachts and other high value assets and acting as the hub and interface between the clients and specialist retained advisers around the world in various jurisdictions.  Assessment of potential philanthropic investments and facilitating post-investment reporting and involvement.

Accounting and cash management

Accounting and cash management

Our service includes the maintaining and controlling all bank and investment accounts, analysing and discussing all financial transactions, working closely with lawyers and investment advisers as required. Providing full accountability 24/7 and forecasts in whatever form required. Arranging all FOREX and funds transfer requirements.

Taxation and compliance

Taxation and compliance

Maintaining wealth for present and future generations, combined with philanthropic giving, are key requirements of all private clients.  We work very closely alongside clients to achieve an informed and effective interface between them and taxation and investment advisers across the jurisdictions to efficiently and effectively implement and control agreed strategies.