Managing substantial wealth requires resources typically available only to institutions and corporations. As one of the most established and innovative family wealth advisory groups, Broadgate Financial draws on a powerful array of global resources to meet the complex needs of individuals and multigenerational families.

Working with families and their advisors, this specialised group delivers sophisticated financial, tax and estate planning solutions to address lifestyle, family, business, philanthropic and entrepreneurial needs:

• Private trust companies and funds
• Trusts and company administration
• Wealth advisory services
• Wills and estate administration
• Charitable foundations and trusts

Integrated investment consulting includes extensive asset allocation advice and manager selection, while our fiduciary and administrative services include:

• Partnership accounting
• Information aggregation
• Performance measurement and reporting

Instability in the international financial system over the last few years has demonstrated that what may seem safe and secure now, may not be so secure in the future. It is always important to seek the best advice, and make the right decisions.