We proudly assist our clients with establishing their own family office, executing their instructions with professionalism and discretion. 

Whether the client is looking to buy or to sell a property, it is crucial to understand the asset better than the vendor or the purchaser counterpart. Our partners are able to deliver a macro review of the market where the asset is located and a micro review of all key elements of the property such as the building’s physical and environmental condition, also giving an independent valuation. Our professionals are able to advise on mortgage services, estate planning and all other relevant issues.

We act on behalf of our clients to insure, protect and enhance the valuable goods through our trusted network of partners for art, classic cars, yachts, jewellery and other collectables.

We also share among our clients opportunities to enable them to benefit from off market deals and opportunities and our network relationship.

Family Forbes listed. We assist the family via a family office, which have been created with the purpose of organising and support their wealth in the UK. We assist with their philanthropic activities, manage their personnel and provide ongoing advice on both UK and cross border matters. 

British Family. We have helped to relocate to Italy, assisted with house purchasing and vineyard investment in Tuscany. The family was able to apply for the Italian Flat Tax regime keeping the Private Trust Company (Family trust of generations) to run the different investments they have in the UK and other overseas territories.

Sports people. For years we have been assisting professionals sport people to organize and manage their personal and professional affairs.

Tennis player, Grand Slam winner. Trust & Wealth assists this sports professional with both personal and fiscal matters.  We take care of the tax returns and collect all the supporting documentation for the filing.  Our assistance focuses on the cross-border aspects related to tax regulations under different jurisdictions worldwide, where the various tournaments are held. With reference to sport persons, we also have helped them with the transition from sport activity to normal life. The main issue was to educate the members of the family to manage their lives with the new family routine and financial restrictions compare to the days when the player’s salary was enough to pay for all family bills and investment. We have created a wealth mapping and financial reports solutions to form a clear control system that keeps the family finance updated.

Premier League Footballer. Playing football at the highest-level means having worldwide interests.  We interact directly on the client’s behalf with third party suppliers, bankers and other professionals, leaving the client free to concentrate on his career.

Artist. We helped a young artist to be introduced to the art market, by encouraging, sponsoring and promoting innovative works. The pieces of art have been exhibited in prominent art galleries.