Managing your assets is a complex matter, which we would like to make more tangible and clear during personal, face-to-face meetings. Because how your assets are managed is largely dependent on your character and your wishes with respect to the present and the future. Including the next generation.
Our advisors take your business preferences and the consequences of asset management into consideration, for example with respect to making money available for a management buy-out at a specific moment or for transferring your business to the next generation. We also point out what positions your partner and family members take relative to specific structures along which your assets are managed. And how this impacts their future financial situations. Poundwise offers a wide range of asset management services and will offer the structure that best accommodates your particular circumstances and demands.
Poundwise; Integrated asset management advice. From one generation to the next.