Wednesday, August 17, 2022

The jch: Family Office is dedicated to providing a wealth management service in the fullest sense. Our aim is to preserve and grow family wealth for future generations. We look to achieve this with a combination of successful investment strategies and careful tax planning to ensure a planned transfer of wealth to future generations as well as assisting with philanthropic work and the specific needs of your Family.

Families now demand a sophisticated professional and discrete service provided by a multidisciplinary team of specialists whose sole aim is to meet the increasing complexities of managing wealth in a constantly changing world.

Our aim is to add value to the wealth management of our client families and provide focused commitment in terms of advice and service.

We protect the Family's assets by selecting and setting up appropriate legal structures for maintaining and transferring ownership of the assets taking into account tax considerations.

By developing the Family's assets and understanding the overall investment objectives we can determine the appropriate strategic allocation of assets to achieve those objectives.

We believe this is the starting point to develop a sound strategy for your Family's future.

The next step is the actual management itself, either directly by the Family Office, on an advisory basis or by delegating to discretionary managers which we continually vet. We filter and select the best fund managers worldwide and monitor how they implement their management style via a sophisticated system of asset allocation and risk analysis.

With this in mind jch: investment management aim to set the cornerstones of a financial structure that works for generations to come.

Investments can go down as well as up, you may not get back the original capital.  

The Financial Conduct Authority (FCA) does not regulate tax and estate planning.