Family Wealth Protection

Protecting wealth that has taken years to accumulate is a very important aspect of any family’s financial future.

Gritstone will take the necessary time to understand the family unit and, where appropriate, suggest a manageable and flexible structure to ensure that wealth is maintained within the family in accordance with the client’s wishes.

This may involve the use of a Family Investment Company, one or more Discretionary Trusts and possibly Bare Trusts where minors are involved. Planning when drafting a Will also comes into play and it is important that a holistic approach is taken.

Where appropriate, we involve other professionals such as Independent Financial Advisers to discuss products that are suitable for inheritance tax or other planning.

We also have close links with a number of Solicitors experienced with the formation and administration of trusts.