Complex Family Wealth Planning
Connecting a Diverse and Growing Community
The modern household is often a ‘blended family’ of step-parents and children from previous marriages and other relationships.
The ‘blended family’ therefore requires an inclusive approach to estate planning. With the support of expert partners, we work with advisers to ensure that no beneficiary is overlooked when shaping the future of a legacy.
A trusted expert can provide particular value to ‘blended families’, by identifying legal and wealth planning issues which are particular to their circumstances – while providing solutions in an informed and sensitive way.
To find out more about this service, please complete the form and register your interest.
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to register your interest
An Overview of Blended Family Services
Planning for individuals and families to ensure that every person has been considered – protecting a legacy for all descendants.
How It Works
Our specialist team works closely with the family to formulate and deliver a holistic legacy plan, which protects and provides for each member.
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We work with carefully selected partner organisations to provide advisers with a collaborative, multi-disciplinary approach to estate planning. To strengthen and develop the estate planning element of a business, view our other Partner Services.Find out more about our other Partner Services