Family Wealth Management in Shenstone
leave a lasting legacy that means the world to you
family financial planning services
there’s more to inheritance than money and property
Your legacy is as personal as your fingerprint. It extends beyond financial wealth, encompassing everything that defines you - from your core values and vision for the future to the knowledge, wisdom and experience you acquire over your lifetime.
Legacy planning captures all of these elements and builds a wealth management strategy around them. Its aim is to give your beneficiaries a clear sense of the direction you would like them to take - so they can keep your legacy alive and aligned with your wishes for generations to come.
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our free inheritance tax guide
A plain-English guide for families thinking about what they will leave their children.
Family Wealth Management
feel at ease from the moment we meet
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family values
tailored advice
Family Wealth Management
To sum up Family Wealth Management in a single sentence, it's an astute way to ensure you leave a lasting and meaningful legacy for future generations, while enjoying your wealth for the rest of your life.
If you haven't come across the term before, you're not alone. What we do is rare. It's also highly refined, focusing on you, your family and how we can create a strategy for preserving, protecting and passing on your wealth.
By taking time to understand what makes you tick and the things you value, we're able to guide you to a place where you feel confident that your legacy is sustainable, with carefully constructed plans that mean your financial wealth - and your wealth of knowledge, wisdom and experience - will continue to have a positive impact on the world long into the future.
Our advisers work with individuals and families in Shenstone, and family wealth management is one of the services we offer. Meetings take place at our office, at your home or by video call, as you prefer.
At its heart, family wealth management is about preserving, protecting and passing on your wealth, with you and your family at the centre. The aim is a legacy that stays meaningful for future generations while you enjoy your wealth for the rest of your life. If you are in Shenstone, an adviser can go through what that means for you.
Most of the people we work with in Shenstone want to leave an inheritance for their children and want to get it right. We go through what you have, what you want to happen, and what that could mean for tax. There is more on estate planning here.
What does a first conversation about family wealth management look like for clients in Shenstone? We start by listening, with no predefined process, no time pressure and no hard sell. Call 01332 551155 or send us your details to arrange it.
You can find our main page on family wealth management. For Shenstone, you may also want estate planning in Shenstone or financial advisers in Shenstone.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief is dependent on individual circumstances.