SOLID FOUNDATIONS FOR PRESERVING LONG TERM WEALTH

We fully understand that your wealth must be correctly structured to maintain your continued financial success.  We take a wide ranging approach that includes these four broad questions:

Maintaining lifestyle

How much income do you need to enable you and your family to get the most from life day to day?

Longer term investments

How best can we help you protect your wealth for the future in volatile times?

Business interests

What implications do these have for your wealth management strategies and how should we accommodate them in your plans?

Philanthropy

What legacy do you want to leave, what causes are close to your heart and how do you want your wealth to be used in the future?

WE GIVE YOU TIME TO PAUSE AND REFLECT

We understand that on your own personal journey there will be significant events, such as the sale of a business.  At these important junctures we believe you need ample time to pause for thought.  We will not rush you into choosing an investment strategy but give you the time and information to make important decisions.

Our primary objective is your wealth preservation. We always seek to maximise the real return on your assets whilst controlling investment risk. The real return is critical as inflation can slowly erode your long term purchasing power.

PRIVATE TUTORIALS TO EXPAND YOUR FINANCIAL AWARENESS

Wealth creates its own challenges as well as benefits – protecting assets requires shrewd judgement and lengthy deliberation. We are happy to share our knowledge, and that of other financial specialists, with you and your family.

We invite you and your family to attend a private investment tutorial. You define the agenda, based on your personal circumstances and preferences, but topics could include wealth structuring, asset allocation, risk management and philanthropy. The idea is to give you, your family and your Coutts Private Office team, a clear view of all the pertinent issues which must be evaluated and addressed.