Nine Services. One Commitment.
Every service is built around the transfer of wealth — from management and custody through to distribution, regardless of complexity. All fees disclosed in writing before any mandate is accepted.
Wealth Transfer Intermediary
Structured transfer of wealth between a client and their designated receiving parties. Assets held in verified custody, released only when every agreed condition is satisfied.
Core Service · 0.5%–2% of transferred value
Inheritance & Estate Distribution
Full inheritance process management — from probate coordination and beneficiary verification through to phased distribution of cash, property, investment portfolios, and business interests.
Core Service · £5,000–£60,000 project fee
Business & Equity Transfer
Structure and execute transfers of business ownership and equity interests — family successions, partner buyouts, new investors, arm’s-length commercial transactions.
Transfer Specialist · 1%–3% of transaction value
Asset Custody & Holding
Regulated custody of cash, investment portfolios, real estate interests, business equity, pension structures, and digital assets pending eventual transfer.
Custody · 0.25%–0.75% p.a.
Elder Financial Guardianship
When a client can no longer manage their affairs, we step in as authorised guardian under Lasting Power of Attorney. Managing accounts, bills, investments, and reporting to nominated family contact.
Elder Care · £2,000–£7,000 per month
International & Cross-Border Transfer
Movement of significant assets across international borders. UK, Switzerland, EU, and US managed centrally so clients do not need separate advisors in four time zones.
International · 0.1%–0.5% on transfers over £100K
Trust & Fiduciary Administration
Establish, administer, and act as professional trustee for personal trusts, family trusts, and discretionary trusts. For clients protecting assets for future beneficiaries.
Core Service · 0.5%–1% of trust value p.a.
Tax Structuring & Estate Optimisation
Minimise exposure to inheritance tax, capital gains tax, gift tax, and estate tax — legally and transparently. Fixed scope engagements with full fee disclosure upfront.
Tax & Legal · Fixed scope from £4,500
Family Office & Consolidated Oversight
For UHNW families requiring a single authoritative point of oversight. Consolidated reporting, coordination of all external advisors, day-to-day operations, and strategic multi-generational planning.
Premium Tier · £5,000–£15,000 per month