Fiduciary Oversight & Protectorship

High-net-worth families are often cautious about the initial setting-up of wealth planning structures and conscious of the issues involved in setting them up, but the ongoing suitability of these structures is often neglected once they are in place.

Family circumstances and objectives change over the years; relationships with external wealth-planning structures can weaken over time; new threats to accumulated wealth can emerge: an outdated succession plan is as bad as no plan at all.

Nean has found that families are increasingly disconnected from the administrators of the wealth planning structures on which they rely. Our services are tailored to each of our clients’ interests and we offer bespoke, personalised solutions and face-to-face client service.