Working with family businesses
With a 300 year heritage of working with families, we are committed to guiding families to preserve, build and ensure a lasting legacy for future generations.
Our Private Bankers appreciate the opportunities and challenges families face and aim to help them by asking the right questions at the right time, providing guidance to avoid some common pitfalls and recommending innovative solutions for their family enterprise.
Trusted advisor
At Barclays Wealth we pride ourselves on the ability to act as your trusted adviser on all phases of your family enterprise life cycle. Family businesses tend to have complex banking needs and we can assist with families’ multifaceted structures.
Achieving the desired effect
Within a family there will naturally be differing levels of experience and attitudes to risk. Our unique approach to an individual's financial personality enables us to develop a balanced approach respecting the family’s often diverse wishes.
Lasting legacy
The structure you place around the ownership, management and distribution of your assets can have lasting consequences for you and your family. We can help you find the right structure that will protect your assets and offer your family lasting benefits in an uncertain world. With only a third of family firms passed on to the next generation, we can also assist with succession planning.
To find out more about banking with Barclays Wealth, please contact us and we'll be in touch as soon as possible.
