Our Aims

For those who have acquired wealth, either by personal endeavour or from the efforts of former generations, the preservation of that wealth and its investment for the future and for the benefit of subsequent generations, is of primary concern. Stanbridge Family Office aims to support these objectives by providing a range of services for our clients and their families, including independent financial advice, inheritance planning, family trusts and arrangements, and assistance with philanthropic interests. For clients and families with business interests, we help with corporate advice, support for company and directors’ pension schemes, protection plans to cover key business risks, and guidance on employee incentives, succession arrangements, and tax efficient exits.