Cavendish Private Wealth

Estate & Legacy Planning

Preserving your legacy requires thoughtful planning and expert guidance. We provide comprehensive estate planning services that ensure your wealth is protected and distributed according to your wishes. We work closely with you and your family to navigate the complexities of inheritance, succession, and asset protection.
Our approach to estate planning begins with a thorough assessment of your assets, family dynamics, and long-term goals. We assist with drafting wills to ensure your wishes are clear and legally enforceable and establishing powers of attorney to protect your interests should the need arise.
Trust structures, including absolute and discretionary trusts, play a critical role in safeguarding your assets and reducing inheritance tax liabilities. We also focus on succession planning for family businesses, helping you maintain continuity and stability. By partnering with Cavendish, your legacy is secured with care and precision, giving you peace of mind for the future.

Your Wealth, Our Expertise,
A Legacy Together

Exclusive Family Office Expertise

We serve as your private office, providing a comprehensive, seamless service tailored to your family’s unique needs. 

Bespoke Solutions

Every plan and strategy we craft is as unique as your goals, built around a deep understanding of your personal and financial priorities. 

Unmatched Discretion

Confidentiality and trust are the cornerstones of our client relationships. We safeguard your information and reputation with the utmost care. 

Enduring Partnerships

Our commitment to you extends beyond financial performance; we strive to become a trusted adviser and partner for generations to come.

Have a question about our services?

Talk to our Advisor.