PRIVATE CLIENTS & FAMILY WEALTH
Interdisciplinary approach tailored to your needs
We understand the complex needs that individuals & families face in relation to their businesses, investments, wealth, succession planning and philanthropic activities. At Acuity Partners, we have a team of trusted advisers to help our private clients & families establish optimal structures and pursue their wealth management goals through pragmatic advice and delivery of straightforward solutions.
We provide robust counsel on a broad range of issues, including, business succession planning, family office management, wealth transfer and planning, private trust company structure, charitable giving, family philanthropic planning, investment solutions and estate management. We analyse each client’s lifestyle objectives, financial profile and risk appetite and develop suitable solutions for wealth management.
The Private Clients & Family Business team prides itself in providing personal, partner-level attention to each client and our goal is to establish long term, sustainable client relations based on mutual trust.