HIGH NET WORTH FAMILIES

Family Matters

HNW families face a unique set of issues surrounding succession, inheritance, wealth protection, legacy, wealth distribution and philanthropy. We recognise that tensions can exist within the family on each of these issues and work with them, individually and together, to help members voice opinions in a neutral setting and to use those to formulate a plan and a governance structure to protect the legacy for the benefit of existing and future generations.

Major Life Events

As a High Net Worth individual you may find yourself contemplating or unexpectedly in the midst of a significant life event such as divorce, death or inheritance which means that you need to assess and restructure and perhaps now value /manage /sell /divide a private or family estate.   

Paratum can provide expert assistance to help you with the additional workload and challenges this can generate. 

Discrete Financial Investigation

We offer High Net Worth Individuals a discrete financial audit & investigation service called Tacitus  which aims to give them peace of mind about their own financial affairs which are managed by others. 

Let us be a trusted resource for your and your family