Private Wealth
We’ve had the privilege of providing private wealth services to individuals, families, entrepreneurs, businesses, and landowners for more than 200 years. Our aim is simple and straightforward – to make sure our clients achieve their objectives in managing, growing and protecting their wealth for the future.
We help them deal with a wide range of private wealth issues, covering family law, wills, trust, tax and probate, and offer mediation services. We also assist with their residential and commercial property needs, as well as safeguarding their business interests.
Sheri-Anne Mizon, Managing Partner
"Our clients come to us for help with a diverse range of issues and scenarios they wish to see addressed. They may be individuals or families, entrepreneurs or business owners. Many have substantial assets and private wealth, including property and investment portfolios. Our relationship often extends over decades, and is rooted in the quality of our work, and endures because clients recognise the care and thought behind the professional advice we provide."
Private Wealth Guide 2021-22
Over the years, we have learned a great deal about what makes Hertfordshire and Essex such attractive locations for our high-net-worth clients.
Following the success of our two previous editions, we have launched our third annual Private Wealth Guide, fully updated for 2021-22.
In this Guide, we bring you up to date on how this tumultuous year has affected the lives and businesses of Hertfordshire and Essex’s residents, the strength and resilience they have displayed against overwhelming odds, and why these two counties remain two of the best in which to live, work, and grow one’s wealth.
Herts Private Wealth Guide
Essex Private Wealth Guide
Find out all about our private wealth services and how we could help you
Private Wealth VideoOur Private Wealth services
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Supporting purchasers, sellers, lenders, occupiers, investors, developers, landlords and tenants in transactions involving all types of commercial property, including office, industrial, retail and mixed use.
Commercial Property
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Supporting SMEs, entrepreneurs and investors for commercial, contract and tender work, buying and selling businesses, financing and investment, company law, franchising, joint ventures and partnerships.
Corporate, Company & Commercial
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Our highly experienced Family team are here to support you through your divorce or separation, children disputes and assist with cohabitation agreements and prenuptials.
Family Law
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Supporting you through a sale, purchase, re-mortgage and buy-to-let portfolios.
Residential Property
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Our experts take the time to consider your aims and circumstances in line with current tax law, and administer trusts on your behalf.
Trusts & Tax
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Our specialist team are here to guide you through all procedures involving inheritance tax, probate and Wills.
Wills & Probate
