Our work includes family trusts, trust funds, international trusts, Family Investment Companies, corporate structures, holding companies, family office arrangements, plus wider wealth structuring solutions.

We organise ownership, protect assets, plan for future generations, prepare for business succession, implement structures designed to support personal, family and commercial objectives.

Our clients include entrepreneurs, company owners, high net worth individuals and established families seeking solutions to ownership, succession and wealth planning matters. Many have connections to the United Kingdom, while others are based elsewhere in Europe and internationally.

The circumstances may differ, but the questions are often remarkably similar.

Important questions often include:

• Should wealth be held personally, through a trust, through a company, or through another structure?

• Should a family trust be established?

• Would a Family Investment Company be more appropriate?

• How should wealth pass to children and future generations?

• How can business interests, property and family wealth be organised more effectively?

• Which professionals should be involved?

• What solutions are available?

We help clients answer these questions, identify appropriate solutions and oversee the implementation of the structures ultimately selected.

Many structures require input from multiple professional disciplines. Where required, we work alongside lawyers, accountants, fiduciary professionals and other experienced specialists to support the implementation of appropriate solutions.

The Services We Provide

Every client's circumstances are different. The structures ultimately selected depend upon individual objectives, priorities and long-term goals.

We provide a range of services to select private clients, families, founders and business owners, including:

• Offshore Companies & Bank Accounts
International company formation, offshore company structures and international banking relationships.

• Trusts, Foundations & Asset Protection
Family trusts, international trusts, foundations and asset protection structures.

• Residence, Domicile & Citizenship Planning
Residence planning, domicile considerations and citizenship by investment opportunities.

• Global Structuring & Diversification
International wealth structuring, jurisdictional diversification and cross-border arrangements.

• Accounting & Financial Reporting
Accounting services, financial reporting, bookkeeping and ongoing compliance support.

• Generational Wealth Planning and Legacy Structures
Generational planning, succession arrangements and long-term family wealth planning.

• Family Office & Governance Services
Family office services, governance frameworks and coordination of family affairs.

• Wealth Structuring
Ownership structures, wealth structuring arrangements and long-term asset organisation.

• Family Trusts and Trust Funds
Family trusts, trust funds and trust-based ownership structures.

• Family Investment Companies
Family Investment Companies for wealth holding, succession planning and long-term family ownership.

The suitability of any structure depends entirely upon individual circumstances, objectives and professional advice.

Accounting, Reporting and Administration

Creating a structure is only one part of the process.

Ongoing administration, reporting obligations, record keeping and compliance requirements remain important considerations.

A distinguishing feature of Alpha Wealth is our in-house accountancy capability through Adwell & Greene Accountants, an associated accountancy practice based in Gray's Inn, London. Together with our wider professional network, this enables us to assist clients in meeting the practical requirements associated with their structures and arrangements.

This coordinated approach enables clients to access accounting, reporting and compliance support where required.

Experience Matters

More than 30 years of international experience informs our approach to helping clients navigate ownership, succession and structuring matters.

While technical advice remains the responsibility of appropriately qualified professional advisers, we help bring together the people, advice and structures required to move from discussion to implementation.

Alpha Wealth

Alpha Wealth is focused on the creation, implementation and ongoing administration of structures intended to support private clients, families and business owners in managing substantial wealth and planning for the future.

From trusts and Family Investment Companies to family office arrangements, our role is to provide clarity, coordinate implementation, support effective long-term administration.

The principles that underpin our approach remain central to what we do today.

If you would like to explore the options available to you, please contact Alpha Wealth.