Our multi Family Office is a safe space to explore whatever interests you.
- We have ‘Scenario Planning’ to help you think outside the box, and to verify that what you have already decided is viable
- We have ‘Wealth Counsel’ sessions to listen to what’s important, to help you lay out the options, and to listen and develop your best way of deciding between these options
- We have ‘trusted intermediaries’ to answer any detailed question. ‘Trusted’ means we have allied ourselves long enough with them to know that they deliver well, consistently, with no surprises.
- We have ‘service shortlist’ providers for your money coach, private banking, portfolio dealing, tax planning, portfolio management and accountancy, drawn from a continuous review of such firms
- We have ‘TechCentral’ space for you to discover tech that helps do something better. Anything from a new business, tax, cash flow, visas, consolidated numbers
- We have ‘Best Buys’ for those who are managing their own portfolios
- We have ‘Special Events’ when we need a get together on a new development that makes a difference to your family.
- We have a ‘Pro-active’ review of every family, once a year, to discover if there are areas we think you’d want to know more about, and to report them to you, in the communication style you prefer. Typically, we’d spend some time with you reviewing the year and finding out what has changed within the family.
- Fee: £1,500 p.a. per family member
Please feel free to write in and join the consultation group to crm@iwmclient.com