A Family Investment Company (FIC) is a private company that is often used to help families plan for succession and manage their wealth in a structured and controlled way.
For some families, an FIC can provide a flexible alternative to more traditional structures, allowing greater control over how wealth is managed and transferred over time. However, it is not always the right solution, and careful consideration is required.
Contact our Private Wealth Partners at TE Wealth
Or we can call you back at a time of your choice.
We can work with your existing advisors to determine whether an FIC is the right option for you and your family’s wealth, taking into account your objectives, your existing structures and your long-term plans. Where appropriate, we will work with you to develop a structure that meets your specific needs and helps protect your assets as your wealth moves to the next generation.
Our multi-disciplinary team is highly specialised and experienced, with expertise not only in tax and estate planning but also in corporate law, real estate and dealing with property portfolios. This breadth of experience is important for ensuring the effective operation of FICs and for providing a fully coordinated approach.
Wealth Protection Partners
Our Private Wealth partners pride themselves on our inter–generational advice and ability to build long lasting professional relationships with our clients and their families. Our clients trust us to handle their complex affairs and in return we provide a simplified, high quality service.
We’re committed to ensuring your wealth is protected, and your family is provided for long into the future. Sometimes cases can be complex, our Private Wealth partners work hard to ensure you receive straightforward, jargon-free advice.
We want what’s best for you. Whether we work alongside your existing advisors or our panel of trusted experts, we offer a full service.
