Aetas Partners was founded in 2021 to create a new approach to lifetime and intergenerational financial planning.
Drawing on 20 years of professional experience in financial services, Matthew recognised there was a significant gap in the advice and support being offered in relation to estate and succession planning.
Traditional providers tend to offer one-dimensional services. Clients are therefore not receiving the tailored and holistic services that they really need, and indeed should expect.
This is where Aetas Partners can bridge the gap. The Aetas team’s innovative approach stands out by bringing together advice from a variety of professional disciplines such as financial planning, wealth management, tax advice and property services.
As a result, you benefit from a comprehensive solution from a trusted network of private client professionals, which is co-ordinated by the team at Aetas Partners. The entire Aetas team is united by a shared, client-centric outlook, focusing on lifetime planning for each client, and succession planning for their loved ones and future generations.
Connected advice, better outcomes
We provide comprehensive, holistic, estate and inheritance tax planning services to our clients through a trusted network of professional advisers, led and managed by Aetas Partners.
We provide advice to:
- Business owners
- Families requiring a family office
What we stand for
It's all in the name
‘Aetas’ was chosen as our brand name because it aligns with our mission.
Aetās can be defined as:
a lifetime or generation
an age, an era, a term or duration