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Investing made easy
We write about the situations we actually work through with clients. How to manage larger wealth, build a portfolio, get through a period of declines or prepare wealth for the next generation. Without investment jargon, and with the emphasis on decisions that make sense within a long-term plan.
What do we actually pass on to our children?
Families who build wealth over decades sooner or later face the same question. How do you make sure the capital serves not only this generation, but the next one too? The answer does not lie only in the size of the assets or in the right investment strategy.
How to Preserve Family Wealth? 900 Years of British History
Why are some families able to pass on their status for centuries, while other wealth disappears within just a few generations? Research spanning almost 900 years of British history shows that the longevity of family capital rests on foundations far broader than money alone.
In the folder her father left there were fourteen statements and one business card
A model story of a client who inherited a portfolio from her father. Why the first step does not have to be a change, and why a good portfolio need not suit its new owner.
Nobody talked about money over Sunday lunch
Two adult children, family assets in the tens of millions and a rule that money is not discussed at lunch. A model story of a family working out how to hand it over.
She kept a spreadsheet for seven years. She wanted to know how much she could withdraw
A model story of a client who brought her own table of withdrawals. What changes when wealth is meant to stop growing and start providing a regular income.
How Children Grow into Financially Independent Adults?
We often unconsciously pass old money patterns to our children. Many grew up in uncertainty, inheriting their view of money from parents. These beliefs shape how we handle finances – and what we pass on to the next generation.
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