family office principles - kirkbride private wealth
Guiding clients through the landscape of wealth preservation & intergenerational transfer of wealth.
Your financial plan is more than protection—it is a testament to your enduring legacy, thoughtfully designed to safeguard what matters most. With unwavering care, your adviser will craft personalized strategies that deeply respect your values and dreams, securing a prosperous future for your heirs while empowering your family to embrace their aspirations today. Together, we ensure a seamless transition that not only minimises tax burdens but also preserves and amplifies your wealth for generations to come.
Kirkbride private wealth - Strategic partnerships
Private Banking Services
The firm’s partner brings extensive expertise gained from senior executive leadership roles within leading Swiss private banking institutions. Through access to an exclusive panel of private banks, we offer a comprehensive suite of private banking services, including current and deposit accounts, payment solutions, trustee and executor accounts, as well as multi-currency accounts.
Please be advised that these are referral-only services, conducted independently and separately from the core offerings provided by Kirkbride Private Wealth.
