Helping family business owners deal with various aspects of their professional and personal lives. In addition to the wealth management services you would expect from us, we also provide advice, insights and resources to help family business owners deal with the unique issues they face.
We provide an extensive range of services created to meet the individual needs of family business owners and their families.
Your relationship manager will also work closely with you to manage your wealth and provide advice on issues such as banking and credit services, wealth protection and financial planning.
Our articles, research, publications and reports provide you with an insight into current thinking about the opportunities, challenges and issues facing today's family business owners.
A range of resources are available to communicate our thoughts on the family business sector, which include Knowledge Exchange, an online learning platform which includes interviews, articles and resources in a bespoke section on family businesses, as well as other sections including philanthropy and entrepreneurs.
To find out more about the Adam and Company Family Business Advisory Service in more detail, please contact your relationship manager.