Wealth Management

Our highly experienced Wealth Management team provide bespoke tax and investment advice to private clients and their families designed to protect and enhance the wealth they have accumulated. Their expertise encompasses any trusts, property and family-owned businesses that you might have, creating a service similar to that of a family office.

The Wealth Management team work in close conjunction with the Partners within Silver Levene, proactively designing tax and investment strategies that compliment the broader context of our client’s financial affairs.

Services:

• Bespoke tax planning strategies
• Retirement and business exit strategies
• Estate Planning and succession strategies
• Tax efficient income and expenditure planning
• Asset backed financing, including property related loans
• Onshore and offshore Discretionary Portfolio Management