Our Family Wealth service is a bespoke wealth management solution supporting families with substantial wealth through major transitions and complex decisions.
Family Wealth
Our mission is to empower families to preserve, increase and transition family wealth through a bespoke service engaging a range of specialist skills and planning.
Overview
Operating within The Financial Planning Group and through Acumen Financial Planning, Family Wealth will bring together the expertise within TFPG and external professional services in order to offer tailored advice to families navigating substantial wealth and complex family dynamics.
Services
Family Wealth is an experienced and bespoke wealth management solution supporting families with substantial wealth through major transitions and complex decisions both in their personal lives and businesses.
Our team works within Acumen Financial Planning and draws upon broad experience and expertise of highly qualified individuals across our Financial Planning Group, to provide tax consultancy, accounting, estate planning, investment management, employee benefits and independent financial advice of the highest calibre.
Headed up by Kevin Mackenzie and Rhian Morgan, the Family Wealth team is committed to inspiring individuals and families to focus on what is important to them, leaving the strategy building and solutions to us.
As well as in-house expertise, we are also well placed to recommend leading legal firms across Scotland to help with the legal elements of your plans and transition of wealth.
For more details, please get in touch or arrange a meeting with our team.