Significant family wealth accumulates across holding structures, trusts, operating businesses, investment accounts and real estate. This is often in more than one country and managed by advisers who do not speak to each other directly. This fragmentation reflects the way that wealth develops over time, responding to new opportunities and changes in family circumstances.
Lockmore Capital sits across those crucial relationships, ensuring the full picture is properly held together.
Wealth Coordination
Mapping the family's full financial position and maintaining ongoing oversight across all entities and structures, ensuring decisions made in one area are properly reflected across the rest.
Adviser Coordination
Where existing adviser relationships prove valuable to our clients, we act as a coordinating point amongst them, ensuring their work is aligned and consistent. Where advisers need to be introduced or replaced, Lockmore Capital can assist with that process.
Asset Overview
A consolidated view of all assets is one of the most practically useful things a family can have. Lockmore Capital establishes and maintains an ongoing asset overview for each family, covering all material holdings and updated regularly so that clients always have an accurate picture of where things stand.
Cross-Border Coordination
Coordinating legal and tax advisers across multiple jurisdictions, ensuring their work is consistent with the family's broader position and that the cross-border picture is properly maintained over time.
How This Works In Practice
Every engagement begins with a thorough review of how wealth is currently structured and where coordination is most needed. That review forms the basis for a coordination plan, setting out what Lockmore Capital will oversee and what regular reporting and contact will look like. The relationship is ongoing because coordination is most valuable when it is consistent over time.