OUR SERVICES
OVERVIEW OF FINANCIAL SERVICES
Greenwood Private Clients are dedicated to providing comprehensive financial services that cater to the unique requirements of our clients. Our team, armed with extensive knowledge and experience, excels in asset management, wealth optimisation, and navigating the complexities of the financial world. Whether you aim to grow personal wealth, handle corporate finances, or safeguard your family’s future, our holistic approach ensures your financial objectives are achieved with precision and care. We take pride in establishing enduring relationships with our clients, offering them reassurance and a definitive route to financial prosperity.
WEALTH MANAGEMENT
INVESTMENT, FINANCIAL STABILITY, PERSONALISED PORTFOLIOS
We specialise in building a bespoke investment portfolio to help individuals achieve their financial goals and build long term financial stability.
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.
READ OUR BLOGS
Discover more about our services, case studies and the financial world here.
I’d like to provide you with our perspectives on the financial news we’ve seen over the past week or so, [...]
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When it comes to taxes, many people are aware that the United States taxes its citizens and green card holders [...]