Enabling customers to preserve wealth for future generations
At C. Hoare & Co. we understand that the way you structure your wealth today can affect your family for generations, which is why we put retaining longstanding relationships with each of our customers, their families, trusted advisers and trustees at the core of our business. We can help you manage complex family wealth as well as family businesses, providing the continuity to help your family enjoy, build and protect your wealth across generations.
Many of our relationships with customers have lasted for centuries, which allows us to understand the complicated and delicate nature of succession planning. Our experts in trusts and estates planning will offer unbiased specialist advice and can act as trustees, as well as executors of your will.
Our trust and executor services are offered through our wholly owned trust corporation, Messrs Hoare Trustees. We are also able to help you establish an effective giving strategy, either through your own Foundation or making use of our Master Charitable Trust.