Private client

Family Wealth


Families can be complex, especially where significant wealth is involved. Where that wealth is held in a variety of structures for multiple beneficiaries, you may be finding it difficult to get a complete picture of your financial position.

In our experience, few families, even the largest ones, require the rigidity and expense of a formal family office. Most families do require a service which brings everything together in one overall plan, easily adjusted as situations unfold.

Our family wealth team are experienced in advising on wealth creation and wealth preservation. We pride ourselves on blending technical expertise with emotional intelligence. We also understand that your family’s unique history is vital to securing its future.

Our first task is to simply bring what the family own into one document, giving you a clear view of your assets and the extent of your wealth. Once assets and structures are documented, our advisers will work closely with you and your family to prepare a clear family route map to protect your wealth.

We’re adaptable in offering a range of services which you can call upon as and when needed.

We are happy to collaborate with your existing trusted advisers or to provide all the required services. Our priority is always to identify your family wealth and then protect that wealth.

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Sam Inkersole

In 2022, Sam won the Taxation’s Rising Star award at the Taxation Awards in and was named in the Accountancy Age 35 Under 35.

Jon Wedge

While Jon’s client work focuses on the financial services sector, he also oversees the firm’s assurance service, as well as supporting the trainees following in his footsteps.


Elana joined us in 2017 as an ACA trainee, after graduating from Durham University where she had studied languages. She is now a manager in our assurance team.


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