How we can help

Specific services which may be of interest to Chartered Accountants and solicitors for their clients:

• Providing guidance to estate beneficiaries
• Helping trustees with investment strategies
• Investment management and reporting
• Raising finance
• Capital transfers between family members
• Assistance with establishing trusts

Truestone has for many years been involved in charitable causes. Through our long term connections in this area we are also able to provide clients with an advisory service in two increasingly important areas of financial management.

Socially motivated investing

Many of our clients understand that their wealth is as much a responsibility as well as a blessing. They seek investment strategies that aim to deliver a ‘double bottom line’ - offering the potential of good financial returns whilst at the same time making a positive social impact, particularly on the lives of deprived individuals and communities in developing nations. We are able to guide clients who wish to use their money in this way.

Philanthropic advisory service

It can sometimes be easier to make money than it is to give it away effectively. Truestone however apply the same rigorous disciplines to philanthropy as it does to investment selection, helping clients to understand exactly the impact that their donations have and providing a trust based service to help them manage their philanthropic capital.

Please call 020 7488 7110 for further information or email angus.branfield@truestone.co.uk.