We can help you protect your wealth by managing structures that have been created to meet your individual needs.
We look at a client’s overall position and work in partnership with specialist external advisers to protect wealth, and ensure it can be passed on in as efficient a manner as possible. We help you and your advisers to create and implement an overarching framework to achieve your financial and estate planning goals. We work with you to both put this plan into action and to manage the solution for the future.
Working with You and Your Advisers
At Kleinwort Benson, there is nothing we value more than our clients. In many cases our relationships with families have extended through several generations.
Client focus, attention to detail and a proactive approach are the hallmarks of our business. Each Kleinwort Benson client has a dedicated team led by a senior executive to provide you with the highest level of personal service.
We are committed to providing clear and transparent information. That is why regular communications about progress form an important part of our relationship with you. We also encourage you to meet with us regularly so that we can review your situation and respond to your changing needs.
Our organisation is unbureaucratic. We operate as one team, working together with short communication lines. This means we are flexible and it provides us with the ability to move quickly on your behalf, to seize opportunities and deliver results.
We have a wide network of professional contacts and work closely in partnership with a range of third-party specialists including lawyers, accountants and tax advisers. We also work with our clients’ advisers in areas such as property, art and specialist insurance. By working in partnership with you and your wider team, we can ensure that you remain at the centre of the relationship and our work complements your overall strategy.