Family wealth can be a complex and sensitive area. We recognise the importance of family unity, and engagement of the current and next generation. We understand the level of focus that is required in both the financial and non-financial areas.
We work closely with families to create tailored plans that embrace common values and goals across generations, and develop frameworks that help avoid the dissipation of wealth through intergenerational disputes or poor investment decisions.
At WARR HUNT we take a holistic approach to family wealth management; supporting ageing family members and engaging with the next generation to ensure a lasting legacy.