Discover
Prioritise what matters most to you
Plan
Practical advice now and for the future
Nurture
Support as your family grows
Have you planned for the future well-being of your family?
Taking care of your family is now more complicated than ever before. Families can no longer be described solely in terms of grandparents, parents, children and grandchildren. These days you may have a broader family to take care of, which could include civil partners, step-children, siblings and their children.
This means it is more time consuming and complex to make sure that you have the appropriate planning essentials in place to protect your family now and to stay updated as your family changes.
In addition, your family could encounter unexpected or sudden life events such as divorce, the death of a partner, a serious illness diagnosis such as cancer and increasingly, the onset of dementia. Any of these could have a devastating effect on your family.
There will also be happier circumstances to celebrate as a family, such as weddings, baptisms, and your children achieving key education milestones like starting university.
What are the implications for your family?
Big life events can be emotionally and financially overwhelming for family members, so knowing who to turn to for help and advice is important.
It’s hard enough coping with the emotional impact of these events, let alone the financial worry this may cause your family.
This is why we’ve created a team of specialist advisers that you can rely on to support and help you through these challenging times, and who we believe are critical in reducing the inevitable anxiety.
We’ve always put the wellbeing of families at the heart of our approach and every member of our advisory team approaches these sensitive issues carefully.
Because we understand that finding a solution on your own can be overwhelming, time-consuming and frustrating, and importantly, may not provide the best solution for your family.
Why not start with an initial chat with one of our team.
The Aetas Partners approach
We created our comprehensive approach to family wealth management, because we saw how exhausting and time consuming the advice process could be.
This unique collaborative approach brings together all the expert advice you’ll need, including:
- Independent financial planning
- Estate planning
- Specialist professional advice
- Additional services
As a client of Aetas Partners you’ll save time, discover new options and choose solutions that suit your specific requirements.
This enables you to achieve the best possible outcomes, both now and in the future.
How we help you
Based on our knowledge, insights and experience we’ve developed our Family Wealth Management Model™.
This comprehensive process will guide you through 7 key planning stages that will help you to discover the right options, whilst expanding your knowledge and understanding about the impact of your choices.
STEP 1
Lifetime discovery
Exploring what matters most for you and your family
STEP 2
Building foundations
Putting firm foundations in place for your family
STEP 3
Living life well
Feel reassured and ready for whatever life may throw at you and your family
What clients say
Lifetime Planning for your family
We’re a specialist financial consultancy providing you with practical advice for all stages of family life. As your lifetime adviser we’ll help you to develop a comprehensive lifetime plan, so you feel reassured and empowered now and in the future.
It’s important that your plans are clearly identified and that you feel in control at every stage of your life. We’ll also ensure that the important people in your life for whom you would like to leave a legacy are taken care of as you intended.
Our experienced team of inter-generational planning experts work with you to ensure that the legacy you leave is structured in the most tax efficient way.
One of the ways we help you is to increase your knowledge of ways to manage your capital effectively and maximise tax efficiency. No need to worry because we’ll always ensure your plans are put into action effectively.
We also work with leading specialists who provide our clients with a wider range of complementary services as part of our Family Wealth Management Model™ approach.
Help for you and your business
For you
A comprehensive and effective approach to managing your wealth, both during your lifetime and for the legacy you plan to leave.
Based on our direct experience, our approach pulls together all the key elements you’ll need.
For your business
Whether you are an owner, director or shareholder, our business service provides the framework, advice and support to navigate your way through business challenges – whatever the stage of your business.