Our Multi-Family Office Service
Minimum assets under management (AUM) £5,000,000.
Family Office
As part of an advisory group with over £2bn worth of assets under management, with strong links to professional investment houses, solicitors and accountants, we are well placed to offer our services to high net worth families.
Once a family’s investable assets exceed £5,000,000 the financial planning options and therefore the opportunities expand. Each family we support is unique, and we tailor our approach accordingly through careful planning, there is however, often commonality in goals – invest sensibly, be tax efficient and ensure that one’s family is well provided for.
We are a family owned and run business, offering independent, unbiased advice. We work alongside and put in place structures, providers and investment houses for the benefit of our clients, our responsibility is to our client families, not to a financial institution or product.
Areas of Advice
Assisting with Family Wealth
- Family Asset Protection
- Investments
- Co-ordinating Asset Managers and Banks
- Tax Planning
- Cashflow Planning / Forecasting
- Trusts
- Family Investment Companies
- Family Unit Trusts
- Cash Management
- Generational Planning (Inheritance Tax Planning)
- Philanthropic Support
- Insurances
Note: With investing, your capital is at risk, so the value of your investments can go down as well as up, which means you could get back less than you initially invested.
Our Approach to Fees
Transparent. Upfront. Fair Value.
We offer bespoke pricing terms on our Family Office service.
Contact Us
Highclere Wealth are committed to being approachable and open.
If you have any questions or comments, or would like to arrange a discovery meeting with our advisers please get in touch.
7 Lower Woodspeen Court
Lambourn Road
Newbury
Berkshire
RG20 8BL