Company

Hundle

Position

Director

Index

Family Office Services

Location

London

Advice type

Financial planning

Succession planning

Tax, wills & trusts

Client Types

Families

HNW

UHNW

Sector Focus

Financial Services

Wealth Management & Private Banking

Geographical Focus

Gibraltar

Ireland

Turkey

United Kingdom

United States

Customer Type

Private banker

Andrew Sams

Spear’s Review

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.

Rank: Recommended

Recommended 2023, Family Office Services

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