strategicfamilyoffice.co.uk
Strategic Family Office | About us | Services catered to the financial needs of individuals and families
http://www.strategicfamilyoffice.co.uk/about-us.html
Clarity. Security. Legacy. My vision was to create a family office for my own family and for our clients, to provide peace of mind in the knowledge that everything is being looked after by a trusted team. One that really does put the interests of you and your family first. STEPHEN MARSH, FOUNDER. Cliff is our Technical Services Manager, responsible for client communications and paraplanning. He previously worked as a Financial Adviser and joined our team to change direction and work in a supporting r...
strategicfamilyoffice.co.uk
News, comment and updates from the team at Strategic Family Office
http://strategicfamilyoffice.co.uk/news
Clarity. Security. Legacy. Latest news and comment. News, comment and updates from the team at Strategic Family Office. Every insight we publish has been added based on its relevance to wealthy private clients, families and their trusted advisers. Posts are regularly added, so do visit again. Business Owners Profit From Pensions Revolution. April 14th, 2015 Business Owners. Is ‘Offshore’ A Dirty Word? It is perhaps not surprising when another ‘Offshore’ scandal emerges in the media, although the extent o...
strategicfamilyoffice.co.uk
Strategic Family Office | Expert Team | An expert team from a variety of disciplines and professions
http://www.strategicfamilyoffice.co.uk/expert-team.html
Clarity. Security. Legacy. Our approach is to sit at the same side of the table as you. We take time to understand exactly what you need, and when you need it. We then introduce specialists to provide guidance or advice and ensure their services are completely aligned to your requirements. Stephen Marsh, FOUNDER. And orchestrate an expert team to devise a strategy that incorporates all aspects of your affairs. Our expert team approach to managing all client relationships means that you will benefit from:.
strategicfamilyoffice.co.uk
Strategic Family Office | Investment Approach | We manage wealth for individuals and multi-generational families
http://www.strategicfamilyoffice.co.uk/investment-approach.html
Clarity. Security. Legacy. WHY STRATEGIC FAMILY OFFICE? We have a passion for helping our clients to achieve their ambitions. By thoughtfully engaging and carefully listening, we create a tailored strategy that incorporates all areas of your wealth, then provide ongoing management and oversight. Below you will find examples of the different pools we would consider for your personalised wealth plan:. Your primary business or private equity holdings are captured in this pool of wealth. Tax efficiency a...
strategicfamilyoffice.co.uk
Strategic Family Office | Resources | Information and resources to help clients make informed decisions
http://www.strategicfamilyoffice.co.uk/resources.html
Clarity. Security. Legacy. Information and resources to help you to make informed decisions about your future and finances. We regularly write papers and share research into specific issues, ideas and opportunities related to the management of family wealth. Choosing a family office. If you are evaluating a family office to work with you need to have a clear grasp on where you stand today when it comes to the management of your finances, and any gaps that need to be addressed. Our questionnaire. I sold m...
strategicfamilyoffice.co.uk
Strategic Family Office | Services | Provider of family office and wealth management advisory services
http://www.strategicfamilyoffice.co.uk/services.html
Clarity. Security. Legacy. WHAT IS A FAMILY OFFICE? A family office acts as a primary adviser or personal Chief Financial Officer to successful individuals and their families. Co-ordinating a dedicated team of professionals, we can oversee and coordinate all aspects of your financial affairs. You will receive a service that is personal to you and integrates the skills of professional advisers; from financial planners to accountants, private client lawyers, property specialists, tax planners, private bank...
ebip.co.uk
testimonials | ebi
https://ebip.co.uk/testimonials
Marco Vallone of Brighton Financial Ltd. Andy Spriggs of Wiser Wealth Ltd. Mark Vail of RockWealth LLP. Graham Ponting of Clearwater Wealth Management. Robert Wilcocks of Wilcocks Law LLP. Duncan Orr of Swindells Financial Planning Limited. Gordon Couch of Utopia Financial Planning. We have been using the EBI Portfolios now for around five years. Everything about the service from Craig and his team is first class. Nothing is ever too much trouble for them and the result is that we are able to off...Moreo...