top of page

WHAT WE DO

Family Asset Advisory Services

Our Story

We are

50 Great Britain, a bespoke service for

the entrepreneur and those with inherited or settled wealth, from inheritance or divorce, to ensure that family’s assets and interests are integrated into the most effective structures.
 
Advice which incorporates taxation with arrangements for portfolio holdings, business interests, income requirements and operational support to optimise the family’s position across generations.

Independent, impartial advice to individuals, families & those with complex assets.

Global

Asset

Review

to accurately detail business interests and personal assets including liquidity, projected values, and how these are controlled and directed.
 
An accurate review is vitally important in order to form the most effective structure for the long-term support of the family and its investment strategies.
Global Asset Review

Storage Services

I'm a paragraph. Click here to add your own text and edit me. Let your users get to know you.

Packing & Unpacking

I'm a paragraph. Click here to add your own text and edit me. Let your users get to know you.

Tax

Analysis

is provided by independent senior barristers to strategically plan for the taxation on all the assets and business interests.

 

A disciplined process which results in a fully bespoke analysis for the specific assets, objectives and concerns of the entrepreneur, the individual and the family as a whole to ensure that structures are tax compliant and optimal.

Banking &

Investment

needs are analysed for the family to access the required facilities in the full understanding of the origins of the families wealth. In this, diversification across a selection of banks and asset managers is incorporated.

 

Consolidated regular reports clarify the overall financial picture that checks costings and risk and accessibility.

Structure &

Governance

are integral. Structuring is carefully implemented in accordance with Counsel’s advice with Trusts only used if needed to ensure that the family maintains control of their assets and interests.

 

In this process, regular reviews are established to check for changes in legislation and family circumstances. A disciplined arrangement that records the origins of families wealth as much as its legacy for the future.

Tax
Banking
Corporate Structure

Key

Ancillary

Services

are reviewed in detail in order to support the wider needs of the family. This includes education, next generation coaching, reputation, security and all other key matters.

Key Ancillary Advice

50

GREAT BRITAIN

REVIEW

50 provides the time and disciple to help the family thoroughly articulate its short to long term strategy in the context of the families background, concerns and objectives.

 

These must be the foundations for all effective strategic planning.

50

GREAT BRITAIN

ADVISE

The detailed review ensures that 50 prepares an accurate, fact based, summary for the tax Barrister to be able to provide the depth of advice that the family needs. This analysis enables investment strategies, business interests and domestic requirements to be seamlessly structured.

50

GREAT BRITAIN

IMPLEMENT

Advice correctly integrated with the families facts and circumstances enable 50 to implement the required structures, management and control, and support for the family. A process which incorporates regular reviews and oversight to ensure that legislation and governance align to care for the family.

Why Us?
Schedule A Callback
bottom of page