Building a close and trusting relationship
What can you expect as a client coming to Berenberg? We invest the time it takes to develop a thorough understanding of your financial situation and needs. We consider your existing assets and investments and explore what you would like to achieve.
By providing an expert, personalised service we build an intelligent wealth management strategy around you. We review your situation from your perspective – whether you are a conservative investor focused on preserving wealth or a more active investor looking for investment opportunities.
Advice and support for your broader needs
As part of our ongoing commitment to creating a strong, close and trusting relationship, we support you through any stage of your wealth cycle. We find ways to meet your broader wealth needs including investing in art, managing a family office and giving effectively through philanthropy. By engaging fully with you, we help with the decisions and choices beyond investing.
A family office experience
For wealthy families with complex arrangements and needs, Berenberg provides a comprehensive family office service. In the first instance we make a full assessment of all your tangible assets and develop an overall asset structure based on your family’s appetite for risk and return objectives. We then select and coordinate recognised experts to manage your wealth.
We advise and assist across all matters related to managing your assets. Our service is focused on providing cross-generational solutions that consider all aspects of individual tax and succession planning. We can also assist with establishing investment management companies or family pools.
Creating and managing foundations, trusts and charities
Foundations, trusts and charities provide ways to pass on your wealth to your family and others in society efficiently. Berenberg helps you establish a suitable structure and manage its resources in line with the remit you define. We then provide a range of investment management options focused on preserving assets and enhancing value to meet future spending commitments.
Our dedicated team helps you every step of the way with professional advisory services. We also help you with the wider issues associated with running foundations and trusts through a programme of regular educational events. They offer the opportunity to learn and share ideas with other foundation owners in the Berenberg network. These regular events cover topics such as managing a foundation’s finances, navigating legal and tax issues and developing a successful marketing strategy.