At Advocate Private Wealth we work with entrepreneurs, business leaders and business owners who have built mature and successful careers and businesses. Many of them are dealing with transition events in their life and are seeking advice and guidance to optimise their personal finances. While we are not industry specific we are deeply involved with the arts, hospitality, technology and communications sectors. We support these sectors in various different ways and we are a well-known and trusted name throughout them.

Given the firm’s extensive corporate connections and history we work with a small amount of very successful corporate executives and senior managers. These individuals have very similar traits to our entrepreneur clients in that they; stand out from their peers; have a dominant need to take care of family and/or believe that money is a means to an end and are seeking a more enhanced lifestyle; they also realise that climbing the corporate ladder for the sake of it, or for extra money alone, is futile.

Our service has been designed to work with successful people in addressing their six biggest concerns:

1. Making smart decisions about their money
2. Protecting assets from being unjustly taken
3. Taking care of their heirs
4. Mitigating tax
5. Achieving health and lifestyle objectives
6. Philanthropic planning and making a difference