Traditional professional services divide a wealthy client’s affairs between specialists, such as accountants, solicitors, tax advisers, investment managers, and IFAs.
Method starts with you, building your complete balance sheet, determining and prioritising what work is needed, and bringing in the best specialists to do the work.
Organisation and structure project
Where we start with most of our clients.
This is a structured review of your total wealth and the arrangements through which it is held. We divide our work into three pillars: financial planning, investment consultancy, and projects and operational asset management. You can engage us to work on one or more pillars, but we’ve designed them to work together.
What you’ll receive:
- full asset schedule and total asset allocation analysis
- assessment of your existing structures
- a two-year cashflow snapshot and analysis
- an outline of opportunities and actions identified
Business owners and family offices
For business owners and family offices, the Organisation and Structure Project goes further. We can also review corporate group structures, family investment companies and trusts, map beneficiaries, and establish key dates and reporting requirements. For more complex work, actions do not always need to wait for the final report. We can address them as the project progresses.
From there, our work falls into three core service areas.
Core services
Our service areas designed to work together to provide a coordinated approach to family wealth, but we can work with you across one or more depending on your requirements.
Financial planning
Making decisions about your wealth and capital.
We help you organise, structure and plan your wealth so that it supports your objectives, manages risk, and improves long-term outcomes. This often follows an Organisation and Structure Project, putting into practice the financial advice identified in the opportunities section.
Investment consultancy
Assessing and governing investment arrangements.
For wealthy individuals, families, business owners, family offices, trustees, and professional advisers, we provide independent advice and oversight without needing to manage the assets ourselves.
That independence means we can assess the investment strategy, managers, mandates, performance, and governance on their own merits.
Operational Asset Management
Implementing, coordinating, and maintaining structures.
Some work falls outside ongoing financial planning or investment consultancy. These are often specific projects, practical financial work, or administration that needs to be done.
What will a complete view reveal about your financial landscape?