If you have assets of £2,500,000 or more, or you and your family have an established business that generates the family wealth then our service may be a more appropriate option than traditional wealth management and financial planning solutions. This may involve a number of generations of a family working together to develop a long term plan.
We develop and manage the Family strategy, or long term plan, designed to build and protect wealth and most importantly protect wealth from the challenges and pressures of not only legislation and tax but unwanted or surprise events such as a stroke, dementia, a family divorce, bankruptcy or DIY planning.
Working closely with selected lawyers and tax practitioners, either your team or other providers that have been carefully selected by St. James's Place, we develop and implement and then manage the family strategy to help meet the long term objectives.
Please click here to make an enquiry/request a Guide.
This service may involve the referral to a service that is separate and distinct to those offered by St. James's Place and may not be regulated by the Financial Conduct Authority.