Wealth strategy
Devising or reviewing an overall wealth strategy, including wealth structuring, family governance, strategic asset allocation and investment strategy.
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For questions about the book or an appropriate professional engagement, please get in touch.
The authors are available selectively for appropriate assignments, on a one-off basis or through an ongoing retained arrangement.
nick@leadershipinwealth.comSelected engagements
Where we can contribute.
The scope of each engagement is agreed individually, drawing on the authors’ relevant experience.
Investment oversight
Selecting or reviewing investment and wealth management firms, analysing fees, acting as an outsourced Chief Investment Officer and examining specific high-value investment opportunities.
Family governance and succession
Devising family business succession strategies, chairing or presenting to family meetings, and coaching next generation family members.
Philanthropy
Devising or reviewing a family’s philanthropy strategy.
Expert appointments
Supporting the hiring or review of family office Chief Executive Officers and Chief Investment Officers, and acting as expert witnesses in disputes with investment or wealth management firms.
Renewable energy
Offering specialist guidance in the field of renewable energy.