Helping the most discerning families administer and structure their private wealth

Protecting and Enhancing Your Wealth for the Future

Our experienced team work with high net worth families, entrepreneurs and individuals to put in place structures that protect and enhance wealth for future generations as well as guard against political risk and economic uncertainty.

Wealth structuring can be a complex topic to navigate and that is where Forward can help. Choice of structure and the amount of involvement the family wish to have on an ongoing basis and cross-border taxation issues can be supported and we can advise the best options for our client’s needs before putting a structure in place.

We work with our clients to help decide whether the client wishes to use a trust, foundation, company, private trust company or partnership to structure their wealth. Introductions will be given to each of these structures which will help to form the basis of discussions moving forward.

Correct wealth structuring will depend upon a combination of factors unique to the family, the reason for putting a structure in place, the type of assets that will be placed into the structure, where the client is resident and based upon the tax advice you have received. Our experience will ensure we achieve the correct outcome acting in the best interests of our clients.

Main Contacts

Yvonne Holbrey

Yvonne Holbrey

Senior Client Manager

t: 01534 715443

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