SME Family Groups include SME clients that are seeking Business focused services and the executives within these businesses seeking Personal focused financial planning and advisory services all within the context of the SME.

Many of these SME groups include family members, however, this is not the case in all instances. Therefore the key is to manage ties between executives and stakeholders within these SME’s carefully.

Similarly SME clients may seek Business focused or Personal focused advisory alone. We can cater to any specific situation as we focus purely on the needs and instruction of our clients. 

The Private Wealth Management services that are Business focused for our SME Family Groups include:

Investment advice and portfolio construction services
Tax efficiency focused asset structuring advice
Business Risk Management
Business insurance & protection solutions for key persons and equity owners
Personal & Corporate Finance
Asset purchase and project finance solutions

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