Preserving wealth involves more than wise investment, successful wealth management involves planning for your future but also planning for the financial future of your children, grandchildren and other members of your close family.
History suggests that wealth can be created and lost in two or three generations. Kleinwort Benson can help you to preserve your wealth for future generations. We will work with you to create a structure that is both robust and strong enough to protect the potential inheritors of your wealth from their own mistakes but flexible enough to provide financial support and advice when it is most needed.
We will work with you and your professional advisers to create a structure specifically for you and your family that meets your current objectives but which also builds in the flexibility we mentioned above.
We will look at specific areas of wealth preservation – estate and succession planning working in conjunction with your legal adviser and tax planning working with your tax adviser.
If you would like to discuss how we can assist you further please contact us.