Arbuthnot Latham has experience offering advice and services to Ultra High Net Worth Families. Our work often spans several generations of the same family and encompasses the entire suite of their needs. Our services for families include Private Banking, Wealth Planning, Wealth Structuring, Discretionary Investment Management and much more.

Dedicated Team Approach

We know your requirements can be demanding and complex. That’s why our dedicated, highly qualified team of Private Bankers, Chartered Financial Planners and Investment Managers work together to ensure your family’s needs and wealth are managed and protected as appropriate.

Our Chartered Financial Planners are among the most qualified in the industry,  with an average 15 years experience per individual. Arbuthnot Latham is the only Private bank to date that has been awarded Corporate Chartered status by the Chartered Insurance Institute (CII), which is testament to the quality of our people, our dedication to our clients and our commitment to excellence. 

Our team approach utilises our professionals’ extensive experience, drawing upon their specialist awareness and knowledge to maximum collective effect.

The Process

Our Private Banker spends time getting to know your family situation in detail, acting as the facilitator at the heart of the relationship. They then introduce the professionals they believe have the appropriate understanding and experience to meet your family’s diverse requirements, such as legal and tax experts.

Working  in union with our Private Bankers, our Chartered Financial Planners’ role is to oversee the family’s entire financial needs; often an extremely complex task. Our team will spend considerable time working with your family and associated parties to understand, evaluate and advise you on the most effective way to achieve your goals. The Chartered Financial Planner designs the solution. 

Tailored Informed Solutions

Once your family’s strategy has been agreed with you, our Chartered Financial Planner works with their team to implement the solutions. 

Your requirements will be wide ranging so we shall help the management of your Family Office by appointing you trusted professional advisers. We have worked extensively with all the professionals that we recommend and will ensure that their skills and expertise match your specific requirements:

Investment Manager: Often the Chartered Financial Planner will bring in an Investment Specialist. Their function is to use a range of mandates within various investment structures to efficiently match risk, return, liquidity and tax-mitigation requirements. The Investment Manager will look at the entire market and undertake comprehensive research to develop a selection of multi-asset portfolios. 

Legal Adviser: We have connections with law firms offering every level and type of service that you may require. Whether this is advice on estate planning, pre/post nuptial agreements, property or privacy management, expert legal advice from top City lawyers will be key to the smooth operation of your family office. 

Tax Consultant: The right tax advice will give you peace of mind at a time when the balance between good tax management and perceived tax evasion has perhaps never been such a dangerous tightrope to walk. Arbuthnot Latham will call on individuals and teams in accountancy practices ranging from major international consulting firms through to niche practitioners.

Due to the nature of this service and the procedures used to achieve the Family’s goals, this service is typically offered to Clients in excess of £15million of investable assets.