WEALTH
MANAGEMENT

FINANCIAL PLANNING AND INVESTMENT STRATEGY
TO PROTECT AND GROW YOUR WEALTH

WHY DO YOU NEED WEALTH MANAGEMENT

We specialise in managing assets and building a bespoke investment portfolio to help individuals achieve their financial goals and build long-term financial stability.

During our discussion with you, we will look at your current financial situation, future goals and risk tolerance to grow and preserve your wealth.

From this, we can create a holistic financial plan that helps you achieve your financial goals and help you build long-term financial independence and stability.

You’ll leave comfortable in the knowledge that your future and retirement goals are all planned out to get the most out of your wealth.

Financial-Services

Why Choose Wealth Management at Greenwood Private Clients?

At Greenwood Private Clients, our commitment to wealth management extends beyond borders, focusing on sculpting a secure and prosperous financial future across diverse international landscapes. Specialising in cross-border financial planning and management, our expertise lies in crafting personalised investment strategies that align seamlessly with your unique financial goals.

Our cross-border wealth management approach begins by understanding the complexities of your global financial situation, forming the groundwork to safeguard and optimise your wealth efficiently. Whether it involves devising an investment strategy that spans borders, planning for a tax efficient retirement, or managing your international estate, our all-encompassing cross-border approach ensures meticulous attention to every aspect of your global financial life.

GLOBAL TAX PLANNING

INCOME, CAPITAL GAINS, CORPORATE AND ESTATE TAX

Strategic planning on the tax aspects and complexities of cross-border assets.

FAMILY PROTECTION

WILLS, INSURANCE, TAX

Ensuring that you have the correct documents and insurances in place to protect your family in the event of death or illness.

BUSINESS PLANNING

SUCCESSION AND TAX

Succession planning for businesses involves complex legal and financial issues. Through a full understanding of your business’s financial health, a succession plan that is tax efficient can be created that suits your individual circumstances and financial goals.

Personalising Your Financial Future: Our Comprehensive Wealth Management Approach

Tailored to address the nuances of cross-border financial planning, our services involve a meticulous cross-border financial assessment. Delving into your current global financial position, future aspirations, and risk appetite within the context of international borders, this analysis forms the basis for a strategic and holistic cross-border financial plan.

Along with cross border structuring we use our market expertise to tailor a portfolio that balances growth and security, aligning with your specific financial objectives. We recognise the dynamic nature of your financial journey and provide ongoing support and reassessment. This ensures that your financial plan and portfolio continuously evolve with your life changes and market conditions. Our goal is to give you the confidence that your financial goals are well within reach with strategies that maximise your wealth’s potential.