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A life well lived for you and your family

The cornerstone of our professional advice process is our award-winning wealth planning service for high-net-worth individuals and families. Understanding your financial goals, needs and wishes lies at the heart of this, and our experienced wealth planning team work with you to help you achieve your aspirations for you and your family.

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Personalised family wealth planning

A financial roadmap for you and your family

We can develop a strategy for your wealth by listening carefully to the financial goals you have for you and your family.

Creating your own personalised wealth plan involves getting a picture of your current situation and a view of what the future could hold for your finances. The ability to see your financial resources set out clearly can highlight potential opportunities and show you what you can afford to do for your family and with your life. Our aim is to simplify your finances to help you get from where you are today to where you want to be.

Get in touch with us today

Find out how we can help you. Call 01624 645000 or email [email protected]

Request callback Call now
Who we help

We work with high-net-worth individuals and their families around the globe

  • Our locations

    With offices in the UK, the international finance centres of the Isle of Man and Jersey, and a representative office in the United Arab Emirates, our experienced wealth planners can help you and your family wherever you’re based in the world.

  • How we help

    Whatever the source of your wealth, wealth planning can help you and your family maximise its potential.

    If you own a business and have various high-income streams or assets in different countries, our experienced team can advise you on the best course of action for your specific situation.

    Our onshore and offshore capabilities are particularly helpful if you have assets in different parts of the world.

Designs for life

Planning for the unexpected

Life is full of unforeseen twists and turns wherever you are on your journey.  Whether you’re building your career and growing your family or easing into retirement and looking out for the next generation – our family wealth planning service can help you make more informed decisions.

  • Wealth structuring

    The range of financial options can be daunting, but our wealth planners will help you navigate these to find the best solutions for you and your family.

  • Estate planning

    Talking about money can be challenging – but our wealth planners can help you find that balance between living your life how you want to now and leaving a legacy for the future.

  • Retirement planning

    Building a retirement fund is the most efficient way to invest and save for your future to ensure you enjoy a life well lived.

Frequently asked questions

Nedbank Private Wealth

What is family wealth planning, and why is it important?

Family wealth planning involves strategies to manage, protect, and transfer wealth across generations, ensuring long-term financial security and minimising tax liabilities.

How can trusts be used in family wealth planning?

Trusts can help manage assets, protect wealth, minimise taxes, and ensure assets are distributed according to the family’s wishes.

How do you tailor your services to individual families?

We personalise our services by understanding each family’s unique goals, values, and financial situation to create a customised plan.

What's the difference between a Will and a trust? Which one do I need?

A Will takes effect after death and directs how assets are distributed. A trust is a separate legal structure that can take effect during your lifetime, allowing more control over how assets are managed and passed on. The right choice depends on your circumstances; many people use both.
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First steps

Let’s talk about you and your family

You may want to help your children by leaving a lasting legacy, planning to fund your grandchildren’s education, or you may simply want to plan your retirement so your family knows you’ll be secure. Talking with our experienced wealth planning team can help these thoughts take shape and determine your financial goals. Our wealth planners will spend time with you gathering information on your existing finances, family circumstances and business interests before we agree on the most suitable way to achieve those goals.

The work involved in creating your wealth plan is important as it can guide how you invest today and help you plan for tomorrow, influencing your tax and estate planning decisions. Thinking through your total wealth will help ensure you achieve the best possible outcomes for you and your family. It all starts with a conversation.

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Why choose us?

Building relationships that last generations 

At Nedbank Private Wealth, we offer our high-net-worth clients a truly bespoke service, assisting them with all aspects of their wealth both today and in planning for the future.

We pride ourselves on building lasting relationships with our clients and their families.

We invest time with clients to get a deep understanding of them as people—their ambitions, dreams, and goals. This understanding helps us tailor services to meet our clients and their families’ needs now and in the future.

 

Quest for Legitimacy

A hard act to follow

The quest for legitimacy explores how a legacy of success and wealth can weigh heavily on the generations that follow. A life of privilege can be a double-edged sword, bringing challenges along with the benefits. This topic is rarely discussed but can have a huge impact on prominent and wealthy families. Developing a succession plan with a wealth planner can open up the conversation and help ease the pressure to assist the next generation with establishing their own place in the world.

Quest for Legitimacy
Related case studies

Read about more clients we have helped

We have helped countless high-net-worth clients with their financial needs – some straightforward, some complex. Our bespoke approach, where we really get to know our clients, allows us to offer solutions that other wealth planners and private banks aren’t able to.

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Get in touch today

Find out how we can help you. Call 01624 645000 or email [email protected]

Request callback Call now

Find out more about our teams in the UK, Isle of Man, Jersey and Dubai here

Meet our team
Frequently asked questions

Nedbank Private Wealth

I have international assets and beneficiaries. How can I manage them effectively?

Managing assets across borders requires careful planning. Our wealth planners provide guidance tailored to your international needs and circumstances.

My family business is a key component of our wealth. How can I manage the succession plan efficiently?

We can help develop a clear, structured succession plan that ensures continuity, addresses tax implications, and prepares the next generation for leadership.

How can family wealth planning help with intergenerational wealth transfer?

Family wealth planning ensures that wealth is transferred efficiently across generations, protecting assets and preserving family values.

How can I integrate philanthropic giving into my family's wealth planning strategy?

Philanthropic giving can be integrated through charitable trusts, foundations, or direct donations, aligning with your family’s values and optimising tax benefits.