Managing a family’s wealth requires careful thought and judgment. The comfort and freedom financial security provides can too often be burdened by the time-consuming task of dealing with overseeing assets and financial affairs. As wealth increases so does the complexity of decision-making required to effectively manage a growing portfolio of assets and investments.

Lawford investment is an independent, unbiased advisory service: we are responsible to the client, not to a financial institution or product.

We also recognize clients have existing relationships with other professional organizations such as investment institutions, lawyers, and accountants. We do not replace these relationships; instead, we coordinate them to maximize opportunities for wealth creation and preservation. Our approach encompasses a wider range of services essential to successful wealth management. Family governance and safeguarding a legacy includes various disciplines such as wealth advices, investment management, business consultancy, legal structures, and generational transfer. Lawford Investment creates the most suitable solution for each situation, enabling clients to make informed and wise decisions.

When significant wealth is created, it can open up new opportunities as well as new challenges for individuals and their families as they acclimatize to the increased complexities that come with this new world. One of the perennial challenges faced by almost every family is balancing the desire to preserve wealth through the generations with the income needs and ambitions of the current generation.

These competing, sometimes conflicting, imperatives drive decisions and investment strategies can extend beyond financial parameters. Achieving the right balance demands a clear, long-term vision, a detailed understanding of the needs and goals of the family.

The Lawford Investment team has extensive experience in working with families to achieve their objectives, implement their wealth strategies across the globe, and establish long-term structures fit for the future. Our suite of offerings has been designed specifically for wealthy families. Our aim is to address some of the fundamental questions and achieve clarity around priorities, wants and needs in order to help define and execute an effective strategy that preserves the family’s wealth and legacy into the future.

For Lawford Investment, managing risk is not just about the investment strategy, it is also about preserving a client’s reputation, as well as protecting confidentiality and privacy. By understanding our clients and their overall objectives, we help develop a long-term strategy for them that balances their current needs with their ambitions for the future.

Lawford’s team has over 20 years of experience, working under a wide range of regulatory bodies, with a deep knowledge of our markets and an understanding that has faced economic and fiscal realities change. Our service offering needs to continually evolve to meet the needs of our clients. We remain permanently abreast of all compliance, taxation and anti-money laundering regulations. Furthermore, we continually monitor all developments in the increasingly sophisticated world of cyber-crime.