Risk Planning

We can work with clients to think about the risks to their family and its assets in the event of incapacity of key individuals, political change, natural disaster or business/financial crisis. With hands-on experience of helping clients navigate significant crises, we can help families plan what should happen – and who and what needs protecting – if an emergency arises.

We also offer risk planning to trustees, private banks and other private wealth professionals on what steps to incorporate in their clients’ planning, and their own procedures, to ensure that they can respond quickly to safeguard and support clients in the event of a crisis.