High-net-worth family wealth management

A high-net-worth family approached JLP Advisory to assist in sourcing a Wealth Manager for their complex financial needs, including wealth management, estate and legacy planning, property portfolio refinancing, and pension structuring. With significant assets spread across a diverse investment portfolio, real estate holdings, multiple family businesses, and pension accounts, they required a comprehensive approach to ensure their wealth was preserved and optimised for future generations.

JLP Advisory began with a detailed consultation to understand the family’s financial goals and values. Once the objectives were outlined, we worked with our Partners who restructured their investment portfolio to align with their risk tolerance and long-term objectives, enhancing diversification, incorporating alternative investments, and implementing regular performance reviews. For estate and legacy planning, tax-efficient structures were established, and thus a clear succession plan was developed for the family businesses, whilst intergrating their philanthropic goals into a cohesive strategy.

For their property portfolio, JLP Advisory renegotiated loan terms to improve cash flow and liquidity, provided refinancing options to unlock capital, and offered guidance on future property investments to maximise returns. In pension planning, our Partners worked to maximise contributions, developed a strategic withdrawal plan, and ensured that pension assets were fully integrated into the family’s broader financial strategy.

This comprehensive approach resulted in a more streamlined and effective financial plan, ensuring better portfolio performance, efficient wealth transfer, optimised property financing, and a secure retirement. JLP Advisory’s personalised service and expert network provided the family with confidence, knowing their wealth was being managed with care and precision, tailored to their unique needs and aspirations.