Your client stays yours. You just get to offer more.

When a client's position gets bigger than a holding company or a trust (a sale on the horizon, an estate growing past £5m, a family hand-over), we design and build the family structure around them, with a City law firm of barristers and solicitors. You stay in charge of the client and the advice. The money inside the structure still needs investing, protecting and accounting for, so it's usually more work for you, not less.

The advisers and accountants who've done best with this started with themselves: their own practice, their own property, their own exit. Then they knew exactly which clients to raise it with.