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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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Understanding your Estate, Estate Duty and taxes

SUN 26 JUN 2016

There is sometimes confusion as to what will actually constitute your estate for Estate Duty purposes after your death. How and on what amount will Estate Duty be calculated and how quickly after your death must this tax on capital be settled? David Knott of Private Client Trust, the fiduciary services division of Private Client …
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