WE KNOW YOUR WEALTH MUST BE STRUCTURED CORRECTLY TO ENSURE YOUR CONTINUED FINANCIAL SUCCESS. TO SAFEGUARD YOUR WEALTH, OUR SERVICES INVOLVE ASSESSING KEY AREAS OF YOUR FINANCES.
Giving you time to pause and reflect
We know that during your life, you will experience significant events, such as selling your business or beginning another venture. At these important times, we believe you need time to pause for thought. So rather than rush you into choosing a strategy that provides real returns on your investment, we give you the time and information you need to make important decisions.
Private tutorials
Sound decisions require access to the facts. We will ensure you have this information with a bespoke education day.
Your private tutorial will give you and your family a clear view of topics such as next-generation planning, wealth structuring and philanthropy.
Education
At Coutts Private Office, we regularly create bespoke private tutorials for clients, helping make sound decisions for their finances. Our education forums and days typically cover such topics as:
- family business matters
- investment knowledge
- philanthropic strategies
- next-generation planning
- estate planning
Considering four key areas
When considering your entire financial situation, we ask four broad questions:
- Maintaining your lifestyle
How much income do you need to enable you and your family to get the most from your daily lives? - Longer-term investments
How best can we help you protect your wealth for the future in volatile times? - Business interests
What implications do your business interests have for your wealth management strategies and how would you like us to accommodate them into 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?
Coutts clients
To find out more about how Coutts Private Office can provide you with banking and investment solutions tailored to your individual needs, please contact the Coutts Private Office team.
Telephone: +44 (0)20 7158 0602
Fax: +44 (0)20 7753 1011
Email: private.office@coutts.com
New clients
If you wish to become a client of Coutts, please complete this form or contact us on +44 (0)20 7753 1963.