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We take pleasure and pride in nurturing wealth for our private clients and their families.

Since 1990, Private Client Holdings has been assisting families define and implement strategies for managing their wealth.
We take on the tasks associated with a traditional family office including; investment and portfolio management, tax and administrative services consolidated reporting, transaction banking, estate and succession planning - ensuring that the family wealth successfully grows from generation to generation.

So if you are looking for independent advice from a team of men and women who offer the personal touch of a family member plus the independent thinking of a wealth manager, speak to us about how best you can preserve wealth and create a lasting family legacy.

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Ensuring that your heirs receive their inheritance in the most tax efficient manner is a professional service on which we at Private Client Holdings pride ourselves.
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Inherited wealth is not an easy windfall

MON 13 MAR 2017

Many people dream of inheriting a large sum of money. We spend time imagining the cars we will buy, the homes we will live in and the holidays we will take once we hit “the good times”. However, most wealth advisers will tell you that those who inherit money face many challenges – not least …
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