Supporting the financial needs of your family group

Wealthflow does more than help you manage your wealth. We empower extraordinary lives. For families exceeding £5 million in net worth, Wealthflow will help you set goals and priorities, based upon how your wealth should impact you, your family and community. Duncan Glassey will act as your single point of contact to help ensure your objectives are being achieved. In short, Wealthflow sets you free from the everyday responsibilities of wealth management so you can live your life and pursue your passions.

Your family probably already has a team of trusted advisers (lawyers, accountants and tax advisers). Wealthflow can work with your advisers to ensure your wealth is managed from a big picture, long-range view. In consultation with your advisers, we will develop and expertly manage a Financial Plan that fits your lifestyle and works for you.

 

Client Login

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Downloads

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How the richest families manage their wealth [176k] ›

Private wealth management in the family context [2.5mb] ›