03 / Private clients & families

Your interests.
Across generations.

Private wealth can include a family business, property, investments and interests held across several countries. Each brings questions of ownership and responsibility. STRATTFORT's wealth and fiduciary remit considers how these interests are organised, administered and approached over time.

Wealth & fiduciary

Areas of work.

The engagement starts with your circumstances. These are the areas we consider when defining the scope and the responsibilities involved.

Fiduciary administration

The administration and oversight requirements associated with holding and managing interests for the benefit of others.

Trust matters

Trust-related objectives, administration requirements and the responsibilities of the parties and appointed professionals involved.

Family-office requirements

The coordination of business, property and investment interests within a family's wider financial and administrative affairs.

Asset holding and protection

The ownership and holding arrangements surrounding private interests, considered with the relevant professional advisers.

Succession planning

The intended continuity of ownership and responsibility, including the relationship between family interests and an operating business.

Portfolio-management requirements

The investment-management needs within the wider wealth picture and the mandates of the appointed providers.

Your circumstances

When the conversation
becomes useful.

The starting point is a decision, a change or a requirement that needs a clearer structure.

A family business and private assets held in different structures.
Changing responsibilities within a family or fiduciary arrangement.
A need to consider succession alongside current ownership and administration.

The first conversation

From context
to a defined brief.

A considered introduction establishes what matters, what information is needed and who needs to be involved.

Map the interests

Describe the assets, businesses, countries and people involved, together with the arrangements already in place.

Identify the priorities

Establish whether the immediate question concerns administration, ownership, succession or a change in circumstances.

Define each role

Agree the engagement scope and the responsibilities of the family, fiduciaries and other appointed professionals.

Connected expertise

Consider the wider picture.