A crucial step to establish the condition of your wealth ownership structure. Health checks are important but often neglected.
The quality of the structure you get introduced to is as good as the adviser who suggests it. You need independent review carried out by an experienced, knowledgable professional who can implement a number of solutions and work alongside you and your family.
UHNW individuals need to be aware of the changes introduced to the private client industry. Erosion of privacy has made it more difficult to plan and put effective structures in place. Is your wealth ownership structure robust? Can it withstand an investigation or litigation which is bound to come when your privacy is eroded?
If your structure has Protector, Letter of Wishes or Reserved Powers, it is the easiest to attack.
We, in accordance with our ethos, first listen to your concerns, identify your priorities and aim wherever possible to save you time and money.