Trusted personal advisors
We are trusted advisors for some of Ireland's most prominent families and business people, with clients seeking our advice on a wide range of strategic matters.
We act as a sounding board from many clients and when called upon we give our advice in an honest and clear manner based on the experiences and knowledge we have built up over the years.
Our services include:
Wealth protection - we help protect our client's wealth and work with investment advisors to ensure our client's needs are met.
Succession planning - along with our tax team we tease out issues and provide solutions appropriate to our clients.
Personal financial planning - we devise financial plans and work with investment advisors to ensure our client's goals are achieved.
Tax planning - we help clients plan their actions, ensuring they are fully briefed on tax consequences and providing structures and plans to cater for all objectives.
Family office - we act for a number of high net worth families, providing support to make their lives easier.
Accounting, payroll and tax compliance - we assist our private clients with all their accounting, payroll and tax requirements.
Inheritance planning - with increased rate of inheritance taxes and reduced thresholds, our tax team works with our clients to put in place practical plans that reduce the tax lost on inheritance or gifts.
Trusts - our tax team are members of STEP (Society of Trust & Estate Practitioners) and have experience in dealing with trusts for individuals and families.
Family conflicts - Unfortunately from time to time family members may disagree which can lead to conflict. We have worked with families to help avoid or moderate conflict and resolve issues.
Strategic advice - with over 100 years' combined experience, our partners have encountered all sorts of issues for clients and are well place to provide strategic advice on a wide range of matters for private clients.