Stonecross Investment Management has a team of experienced, successful entrepreneurs and financial experts with proprietary know-how to provide you with an unrivalled, holistic service that meets all your needs and helps you plan for every eventuality. We also enjoy enviable access to a network of specialist advisers and institutions that allow us to provide bespoke, first-class solutions from the best in the business.

If you are not sure how our Family Office can benefit you, ask yourself these questions:

• Are your and your family’s finances set up in a tax-efficient manner?
• Do you understand the potential benefits of trusts, for example?
• Do you have a clear picture of what your heirs stand to inherit and on what terms?
• Have you thought about what the succession plans for any family businesses are?
• Do you understand the nature of any potential threats to the wealth of your family members, such as divorce or business problems?
• Do you have contingency plans in place to deal with them?
• Significant wealth brings many privileges, but are your heirs ready for the challenges and responsibilities that follow?
• Does your family talk openly and regularly about financial issues?
• Who would they turn to if you were no longer alive or able to direct them?