Longhurst - Legacy Family Office

Wealth is like a river. With care it becomes multi-generational.

As a successful and established household, you now think of your wealth as a river, capable of growing deeper and much wider as it flows downstream to the next generation.

You’ll draw water from it from time to time, but you’ll be conscious to preserve it, and allow it to grow, so that one day your children’s children are tending to it for their own grandchildren.

This is because you have the foresight to see that you no longer own the river, you are merely its steward.

Of course, you must be careful not to let your wealth, or indeed your good intentions, weaken those you love. You must ensure they stand on their own two feet, and make sure they find their own way in the world.

You conclude that wealth is not purely trans-generational, it is multi-generational. And that is a powerful realisation. So immensely powerful.

Legacy®

Longhurst provides a family office service, to a limited number of households, catering to an extremely specific wealth management and advisory need.

Our Legacy® service provides you with the right tools to truly understand how a river keeper must act if you are to enable your river to widen and deepen down to your children’s children.

Legacy® takes an innovative approach to wealth management, defined by the purpose of what wealth means to you.

We work with our clients to understand their evolving life and family goals so that we can produce a clearly defined list of objectives. This list then forms the foundations of the strategic plan which we collaborate on year on year.

Your Legacy® agenda

  • Help define what wealth truly means to you.
  • Set out a clear strategic plan on how to achieve your family goals.
  • Help to design a strategic wealth plan which meets the complex needs of each family member.
  • Assist in structuring personal assets for wealth protection, succession & tax planning, including trust and company formation.
  • Put in place a professional management structure.
  • Provide the foundations for ongoing advice and multi-generational support.
  • Take day to day responsibility for the management of your wealth.
  • Carry out investment manager selection, across all asset classes.
  • Provide consolidated reporting of financial and non-financial assets, supported by a centralised digital client portal.
  • Provide access to multi-disciplinary advice – covering areas such as family trusts, legal, tax, philanthropy, travel planning, and potential interests in more than one country.
  • Collaborate with your other trusted advisers.

What does wealth mean to you?

Introduction to Longhurst

Longhurst Limited is an appointed representative of TenetConnect Limited, which is authorised and regulated by the Financial Conduct Authority. TenetConnect Limited is entered on the Financial Services Register (www.fca.org.uk/register) under reference 149816.

Longhurst Limited is registered in England and Wales under reference 11193790. Registered office address: Second Floor, 123 Aldersgate Street, London, United Kingdom, EC1A 4JQ.

The guidance provide within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

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