Our Private Office suite of services specialises in providing integrated investment consultancy and tax planning services to private clients with substantial assets, which may be spread across a wide range of family investment vehicles and thus require coordination.

The investment advice takes a quantitative approach, is always tax aware and has a strong emphasis on risk management and asset allocation.  It is impartial, ‘open architecture’ advice, with no obligation to use our in-house products.  It is a personalised service, so it can take into account other assets such as family property and employer shares and options, as well as indirect exposure to (for example) equities through the family breadwinner's employment.    

Our Private Office consultancy services are aimed at clients with significant assets, and current clients include FTSE 100 Chief Executives, Managing Directors at a wide range of leading investment banks and Partners at leading private equity firms as well as retirees.

The Family Office fact sheet, Directors Office fact sheet, and Portfolio+ fact sheet will give you more detail of the services offered within our Private Office suite of services.  Please click here to view all our fact sheets or to request a copy by e-mail or post.

Alternatively please contact us to explain your situation, and to allow us to explain which service(s) we feel may best suit your needs.


Family Office

The Family Office service is an advisory service, focussed on clients looking for us to play the role of central family adviser, providing advice across the full range of their assets. 

The service is intended for clients with substantial assets, with continuing tax and financial planning issues relating to both free assets and restricted assets held, arising from employment (employer shares; share options). 

Directors Office®

The Directors Office® service is an advisory service, targeted at directors or partners in enterprises, where a significant proportion of assets is likely to be tied up in employer shares/share options or private equity interests.

The service is in place to deal with complex tax issues and provide proactive tax planning.  It also provides a route map for realising assets in the most efficient way and moving gradually to a more diversified asset strategy. 


Heartwood Portfolio+

Our Portfolio+ service provides our clients with a holistic financial service, by offering discretionary fund management, coupled with proactive financial and taxation advice.

It is focused on clients approaching or in retirement who are looking to Heartwood for management of their investments, but who also want help in other areas - for instance how to pass on assets most effectively to their children.