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Wealth Institute
Welcome to the Wealth Institute: a meeting place for clients to exchange information, share experience, network, discuss, learn, innovate, educate, receive advice, research, inspire, and act as mentors.
Over the coming months we will be adding to our family business and philanthropy services with a next generation programme designed to help our clients prepare their children for the responsibilities of aging their inheritance.
Family Business Services
With a 300 year history of working with family businesses, Coutts has a special understanding of the enormous contribution companies of this kind make to the economy and society. At the same time, we understand that family firms could do with more guidance tackling the unique challenges they face, as they pass from one generation to the next.Our aim is to help families ask the right questions at the right time, avoid some of the most common pitfalls and consider some of the possible solutions for their family business.
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Philanthropy Services
For all those interested in making the world a better place, philanthropy can provide a real sense of purpose and happiness. Whether you are driven by something that has affected you personally, the need to prepare the next generation for the responsibilities of inheriting wealth, a decision not to leave everything to your children, a sense of duty, tax mitigation or a desire to leave a legacy, we can help you.
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Family Business Film
Experienced family business owners, including Anton Mosimann OBE, talk about what family business means to them.
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Family Business News
Coutts Cranfield Executive Education Programme for Family Business Owners
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