Work to Live Private Office –Strategic Stewardship

Private Office services for ultra-high-net-worth individuals and families.

Who We Serve

We work with UHNW individuals and complex families seeking bespoke, long-term strategic partnership.

  • Ultra-high-net-worth individuals
  • Complex family structures
  • Multi-generational wealth planners
  • Personal stewardship of strategy, purpose, and capital

What You Get

Our bespoke service is designed to bring clarity, strategy, and precision to your wealth planning journey.

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Vision & Values Mapping

We help articulate your family's purpose, mission, and long-term goals.
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Wealth Strategy

Comprehensive strategic planning to align your holdings, ambitions, and generational vision.
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Bespoke Planning

Product recommendations for investments, insurances & trust planning.
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Product Implementation

Bespoke planning tailored to your goals, family structure, and holdings
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Financial Forecasting & Review

Financial forecasting & investment review
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Collaboration with Advisors

Multiple meetings as needed to organise financial affairs.
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Legacy Facilitation

Collaboration with accountants, solicitors, and trustees
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Personal Stewardship

Wealth legacy facilitation + next-generation sessions

The Outcome: Wealth That Endures

"Expert guidance and strategic clarity for wealth that lasts beyond one generation."
Service
Fee
Strategic Planning Engagement
From £9,995 (one-time)
Ongoing Private Office Service
From £995 per month
Product Implementation
Additional fees apply based on complexity

I highly recommend Ian if you’re looking for some financial advice. I’ve had a few financial advisors in the past but so glad we were referred to Ian who is definitely not your typical IFA and will no doubt remain ours for life.
Ian stood out because he really wanted to understand our goals in life and tailored the approach rather than just jumping straight into the bob standard money conversation.
I’ve come to really trust Ian and he is also a really nice bloke which makes all our interactions really good fun as well as productive.

Jon Senior Eexecutive,

I'd recommend Ian to anyonewho is seeking advice on financial planning. He has guided me through somechallenging times but what is constant is the sound advice he offers, tailoredto my specific circumstances because of the time Ian gives to understanding myneeds. He has balanced what me and my family need today while laying thefoundations to support us later.

Chris, Senior Executive

Ian isn’t in the business of selling financial products. He has the experience and capabilities to look at your whole financial picture and work with you to identify what you need in place to meet your aims. I believe this makes his approach relatively unique and sets him apart from most financial advisors. I run an SME and I am delighted to work with Ian as he provides a holistic view and delivers simplicity.

Ben, Business Owner

“My only regret? We should have got this advice 10 years earlier – it is really like seeing the future. I cannot recommend Ian highly enough, whether it is tax efficiencies or financial planning, or even just a chat to see if he is right for you, I would suggest getting in touch. He understands the value of trust and relationships, and confidence and has a practical, no-nonsense approach and this fits perfectly with hard working business owners.”

Caroline, Business owner,

Ready to take the first step towards your future goals?

Book a Clarity Call