Family Office Services
Tax, wills & trusts
Wealth Management & Private Banking
Hundle director Andrew Sams provides ‘holistic’ family office solutions geared towards the multi-generational needs of HNW families, ‘by delivering tailored, long-term, client-centric wealth planning strategies that incorporate the investment, tax and commercial implications of an ever-evolving financial and fiscal landscape’.
It’s a service that uses strategies and global asset-holding structures to preserve and maximise inter-generational wealth transfers while also maximising net of tax investment returns.
‘I work in collaboration with clients’ wider advisers with respect to the development, implementation and ongoing oversight of sophisticated estate planning and charitable giving vehicles,’ he notes.
Recommended 2023, Family Office Services