Financial advice for high net worth (HNW) clients
Sophisticated financial strategies for high-net-worth clients managing significant wealth brings unique complexities, from tax efficiency to estate planning and intergenerational wealth transfer.
At Trowlock Wealth Management, we provide expert financial advice to high-net-worth individuals and families in Surrey, London, and surrounding areas, ensuring your assets are structured for long-term security and growth.
We understand the challenges you may be facing
- Tax-efficient wealth structuring – Managing assets in a way that minimises tax liabilities.
- Multi-generational wealth transfer – Ensuring a smooth and efficient transition to heirs while minimising inheritance tax.
- Investment management & diversification – Maximising returns while managing risk in fluctuating markets.
- Estate & legacy planning – Ensuring your wealth is preserved for future generations.
- Global wealth considerations – Managing international assets with cross-border financial planning.
Ways Trowlock Wealth Management can help
- Bespoke wealth structuring – We develop tax-efficient strategies tailored to your wealth profile.
- Multi-generational wealth planning – We help you navigate estate planning and trust structures to safeguard your legacy.
- Investment management & asset growth – Our tailored investment solutions optimise aiming your portfolio for long-term returns.
- Philanthropy & charitable giving – Structured giving plans that align with your values and offer tax advantages.
- Global financial planning – Specialist advice for international wealth management and compliance.
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 depends on individual circumstances.
Got a question?
If you are a high-net-worth individual or family in Surrey or London looking for discrete expert financial advice, contact us today to discuss your bespoke wealth management strategy.
