Work to Live Private Office – Strategic Stewardship
Who It’s For:
Ultra-high-net-worth individuals and complex families seeking a trusted, strategic partner for long-term, multi-generational wealth planning.
What You Get:
- Vision & Values Mapping
- Wealth Strategy
- Product recommendations for investments, insurances & trust planning.
- Bespoke planning tailored to your goals, family structure, and holdings
- Financial forecasting & investment review
- Multiple meetings as needed to organize financial affairs.
- Collaboration with accountants, solicitors, and trustees
- Wealth legacy facilitation + next-generation sessions
- Personal stewardship of strategy, purpose, and capital
Expert guidance and strategic clarity for wealth that lasts beyond one generation.
Fee: From £9,995
Product Implementation additional fees,
Ongoing Planning Service from £995 p.m.
