PRIVATE CLIENTS & FAMILY BUSINESS ADVISORY

PRIVATE CLIENTS & FAMILY BUSINESS ADVISORY

Interdisciplinary approach tailored to your needs

We understand the complex needs that individuals, family businesses & foundations face in relation to their businesses, investments, wealth succession planning and philanthropic activities. At Acuity Partners, we have a team of trusted advisers to help our private clients & family businesses establish optimal structures and pursue their wealth management goals through pragmatic advice and delivery of straightforward solutions.

We provide robust counsel on a broad range of issues, including, business succession planning, family office management, wealth transfer and planning, private trust company structure, charitable giving, family philanthropic planning, investment solutions and estate management. We analyse each client’s lifestyle objectives, financial profile and risk appetite and develop suitable solutions for wealth management.

The Private Clients & Family Business team prides itself in providing personal, partner-level attention to each client and our goal is to establish long term, sustainable client relations based on mutual trust. 

Focus areas

Establishing a Family Office

Planning for future generations

Family conflict

Contract Administration

Corporate structuring and planning

Effective tax management

Setting up & Managing Trusts

Administering Estates & Preparing Wills

Reputation management

Managing employees

Family holdings

International investments

Brand protection

Philanthropy

Real Estate Transaction Advisory