Wealth advisory

Everything we do is built on a deep, intuitive understanding of you, your family, your business interests and long-term goals. This enables us to support you to achieve what really matters.

We recommend having a conversation with us and your advisors, so we can gain a complete understanding of your circumstances. By drawing on our worldwide network of colleagues and partners, we’ll help you smooth out any complex international and legal complications.


How we can support your family with succession planning

Succession planning is an emotional and highly personal subject, particularly when a family business is involved. That’s why we provide unique, practical insights that enable you to better understand and navigate challenging family dynamics. We also surround you with a team of Wealth Advisors who have a proven track record assisting clients with their complex multi-jurisdictional needs.

The quality of our people and stability of the team is what sets us apart. Our global network of specialists have over 250 years’ combined experience across a broad range of industry practices. Our Wealth Advisors are experts in their field with extensive knowledge across multiple international markets. They work alongside your current advisors, to help protect your wealth and support your planning, structuring and investment needs. We leverage our network to connect you to partners for requirements such as legal and tax advice.

Underpinned by solid foundations across banking, credit and investments, our experts are on hand to support you with a variety of interests such as philanthropy, impact and sustainable investing, and progressing ambitions for your Global Family Office.


Smarter Succession

A generation of work. Working for generations.

We turn wealth transfer into an opportunity for family and financial growth. Explore the challenges and opportunities global families face when it comes to intergenerational wealth transfer.

Key considerations:

Barclays does not and will not provide tax or legal advice. Any planning must be in line with our own internal tax principles. Please note that the tax treatment depends on your personal circumstances and may be subject to change in the future.

Our Wealth Advisory solutions

Estate planning

The way you structure your wealth will impact your family for generations to come. We work closely with you and your advisors to create a roadmap for your and introduce you to fiduciary providers with  a broad range of estate planning expertise.

We help with:

  • Succession planning for businesses and investments
  • Transferring wealth to ensure the next generation can flourish
  • Asset protection and assessing the potential risks to wealth
  • Supporting your philanthropic ambitions.

Finding the right solutions

Tax affects how your long-term wealth is organised and distributed. We understand the complexity and ever evolving nature of international taxation. While we don’t offer tax or legal advice, our understanding and experience can help manage and protect your wealth. We work with your advisors to identify your tax exposure and understand the legal implications.

Our solutions help you to:

  • Navigate a complicated tax compliance and risk management landscape for international families in respect of both business and personal assets
  • Develop and execute the right investment strategy for income and growth planning.

Please note: the tax treatment depends on your personal circumstances and may be subject to change in the future.

Retirement planning

Once you retire, we can help you align your goals with your investment strategy. Along with our network of expert partners, we provide access to a range of flexible planning solutions to help you build the funds you desire, so you can enjoy your retirement years. These include:

  • Pension products such as self-invested personal pensions to house your retirement funds
  • Options to exchange your pension capital for an annuity
  • Advice on how to avoid potential problems and lost opportunities.

Liquidity planning

We want to make sure you are ready for any eventuality. Our in-house team of experts work with some of the most trusted suppliers in the global liquidity planning industry to devise, develop and deliver custom solutions to meet your needs, including:

  • Offshore bonds
  • Term cover
  • Whole-of-life planning
  • Universal life planning.

Please remember: investments can fall as well as rise in value. Your capital or the income generated from your investments may be at risk.

Family offices

Family offices require a high level of support. We focus our expertise in one place to help you manage your office’s complex finances, with your dedicated Private Banker as your single point of contact.

We can help you:

  • Establish and develop your family office
  • Review current structures and solutions
  • Connect with other offices for investment opportunities.

Your wealth advisory team


It all begins with a conversation

If you would like to discuss your financial needs with our experts, then please don’t hesitate to contact us.

We serve clients who can establish an investment portfolio of at least £5 million (or local currency equivalent) with us.

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