Talk to a family investment company specialist.

The quickest route is the Book a call form, which asks what the adviser needs to know about your family and what you are hoping to achieve. You can also use the email address and phone details shown on this page. However you contact us, your enquiry goes straight to a senior adviser, not a call centre, and we respond the same working day.

A rough idea is enough: who would be involved, roughly how much you might invest and where it comes from, whether you already have a holding company, trusts or a will, and any dates that matter, such as a sale completing. You do not need documents for a first conversation. We will send a specific list later if it makes sense to go ahead.

We respond the same working day. Where it looks like a fit you can book a free call straight away, and otherwise we will reply with a suggested time. On the call, a Chartered Tax Adviser listens, asks questions and outlines whether a family investment company looks sensible. There is no obligation to go any further, and nothing is sold on the call.

Yes. Everything you share about your wealth, your family and your plans is treated as confidential and used only to respond to your enquiry and, if you instruct us, to advise you. Our privacy policy explains how we handle personal data. If you would rather not give details at first, you can keep your first message general and fill in the picture on the call.

Yes. Many enquiries come from advisers on behalf of a client, and we are happy to talk to them first, or to arrange a call with you all together. Your adviser stays your adviser and, if you prefer, we can report through them. Advisers can also use the For Introducers page to see how we work with the clients they refer.

Yes. After the first call, we set out what the work covers and quote for it on request, before any work starts. We do not publish amounts on this website, because the right scope depends on your family and assets. The first call is free, and you do not commit to anything by having it.