WEALTH MANAGEMENT
We will help you plan for the future, ensuring that your wealth is managed in a cost-effective, efficient and secure manner. Our advisers are the best in the business, hand-picked to ensure that each client receives a tailored solution and many of whom have worked with the Lucrum team over many years.
We will help you to structure your wealth to protect it from erosion with tax-efficient legal and asset protection structures, while ensuring that funds remain accessible and available to respond to changing circumstances.
We will ensure that future generations of your family are well provided for, allowing you to concentrate on the important decisions that require your attention. You are secure in the knowledge that the future is taken care of.
CASE STUDIES
We have advised international clients on safeguarding their wealth based on our long standing connections with trusted asset managers and banks in the jurisdictions in which we operate. We have successfully matched our clients with the right institutions, often based on our detailed introductions and reports explaining our clients’ portfolios and source of wealth, resulting in compliance, on-boarding and bank account openings being quickly and successfully dealt with.
We have advised on two major trust restructurings for an ultra high net worth individual with a substantial asset portfolio, resulting in substantial cost savings.
© 2020 Lucrum Wealth Partners: Lucrum Wealth Partners is a trading name of Lucrum Wealth Partners Ltd. Lucrum Wealth Partners is a limited company incorporated in England & Wales whose registered number is 09530945 and whose VAT number is 210579428. The registered office of the company is at Friary Court, 65 Crutched Friars, London EC3N 2AE, United Kingdom. Any personal information you may provide to us in response to this site may be retained to fulfil our legal and regulatory requirements, and to provide you with the services you have requested; such information will be subject to confidentiality requirements imposed on our employees. All Rights Reserved.