High Profile Clients
Tailored Financial Planning for High-Profile Clients
We specialise in providing financial advice and wealth management services for entertainers. Our primary goal is to assist you and your teams in establishing a resilient and secure financial future.
Managing Your Wealth with Discretion and Expertise
High Profile Individuals or Public Figures include individuals who have a public life due to their profession or talent. This includes athletes, actors, influencers, musicians, and celebrities. You will have unique financial needs due to the nature of your career. We understand the unique financial needs and challenges faced by high profile individuals. Our team of experienced financial advisers provides personalised, confidential financial planning and wealth management services tailored to your unique circumstances.
Meeting the Demands of High Profile Clients
Our team is well-versed in assisting high-profile individuals who encounter irregular income patterns, intricate tax situations and substantial opportunities for brand endorsements and sponsorships. Moreover, we understand the unique challenges regarding privacy and security. With our expertise, we can help you navigate these complexities and offer the guidance you require to effectively manage and expand your wealth.
We work in close collaboration with our clients’ team, which includes solicitors, business managers and accountants. We aim to instill a profound sense of security by safeguarding and expertly managing your assets. Our mission is to conduct a thorough financial assessment, identifying areas of strength and opportunities for improvement. We meticulously examine potential oversights that could potentially disrupt the financial stability of your profession. Our approach involves tailoring personalised solutions to address these specific challenges effectively.
Reliable Financial Guidance
We take immense pride in providing reliable financial guidance and personalised wealth management services to high-profile clients. As experienced financial advisers, we understand the unique needs and complexities that come with managing significant wealth and a high-profile lifestyle. Our team is dedicated to preserving and growing your wealth while safeguarding your financial interests.
We are a trustworthy financial management firm, genuinely invested in your success. Our expertise extends beyond safeguarding your income; we also offer support in managing the emotional challenges that often accompany sudden wealth.
Understanding the Needs of High Profile Clients
Our 24/7 dedicated lifestyle concierge team is always at your service, no matter where you are in the world. Whether you need last-minute changes to your travel plans or require emergency assistance, we are just a call away, ensuring peace of mind throughout your journey. Leveraging a cutting-edge financial planning platform combined with a lifestyle concierge service, we offer seamless assistance, managing paperwork, scheduling meetings and more – all conducted confidentially either virtual or in-person at your convenience.
Exclusively Designed Services for High Profile Clients
Earnings Management: Your income can be irregular and highly variable, with periods of high earnings e.g., during their active career, followed by potentially lower earnings e.g., after retirement from professional sports or acting. We can develop strategies to help manage these fluctuations and planning for long-term financial stability. We help you manage income fluctuations and plan for long-term financial stability, taking into account the variable nature of your income.
Estate Planning: We assist with planning your estate, including setting up trusts and planning for the transfer of your wealth.
Brand and Image Rights: You may have significant income from endorsements, sponsorships, and image rights. We create financial plans on how to manage and maximise these opportunities. We provide advice on how to manage and maximize income from endorsements, sponsorships, and image rights.
Tax Planning: You may often find yourself paying large amounts of tax with complex situations due to earning income in multiple jurisdictions, and they may need specialised tax planning advice.
Privacy and Security: We understand the importance of privacy and security in your financial affairs and ensure utmost discretion in all our dealings.
Philanthropy: Many high-profile individuals are involved in philanthropic activities and may need advice on setting up charitable foundations or making effective charitable donations. We provide advice on setting up charitable foundations or making effective charitable donations.
Career Transition Planning: Given that your career may be short-term in nature, they may need help planning for career transitions, including setting up businesses or transitioning to other industries. We assist with planning for career transitions, including setting up businesses or transitioning to other industries.
Investment Management: You often accumulate significant wealth at a relatively young age and need advice on how to invest and grow this wealth over the long term. We provide guidance on how to invest and grow your wealth over the long term, considering your risk tolerance and financial goals.
Every individual necessitates personalised and discreet financial planning and wealth management services to navigate their distinct financial landscape. Additionally, we offer a premium global lifestyle concierge service, dedicated to curating exceptional experiences for you, from travel arrangements to fine dining and cherished moments with your loved ones. For more information, kindly refer to our Lifestyle Concierge Service section.
As a High Profile Client, as part of this exclusive service, we also provide you with a dedicated Client Manager who is on hand at all times to speak to you directly and offer full support.
What Sets Us Apart?
Our fundamental principle revolves around delivering personalised and confidential financial planning services. We take the necessary time to truly understand your specific needs, aspirations and situation, enabling us to create a tailor-made financial plan that empowers you to manage your wealth with assurance. As a fiduciary financial advice firm, our unwavering commitment is to prioritise our clients’ best interests above all else.
Get Started Today
Managing wealth as a high profile individual can be complex, but you don’t have to do it alone. Contact us today to schedule a consultation with one of our financial advisors who specialize in serving high profile clients.