References
What the families we advise have to say
Gathered with their consent and anonymised at their request. No returns are quoted: past performance says nothing about what follows, and publishing it would mislead you.
In their words
« They explained why the transaction we were considering was a poor idea, when agreeing would have paid them. We stayed. »
The B. family — RichmondFinancial review
« The sale was prepared eighteen months ahead. Our solicitor and our accountant were involved from the start, with nobody treading on anyone's toes. »
John-Mark T. — LondonBusiness sale
« The gifting timetable runs over fifteen years. We review it annually, and twice we have pushed a step back because circumstances had changed. »
Catherine and Philip M. — GuildfordSuccession planning
« The review is dense and needs reading twice. We would have liked a one-page summary — there is one now, added after we said so. »
The R. family — St AlbansFinancial review
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