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Making Intellectual Capital Work for You
We use the term 'intellectual capital' to describe the knowledge, professional skills and applied experience we have acquired over twenty years in wealth management.
We put this intellectual capital to work for you in the form of a 'family office'.
This wealth management model dates back to the early 1800s when the pioneers of industry brought financial, legal and accounting experts together under one roof to focus on managing and protecting their wealth. Clarion takes the best attributes of this model into the 21st century. Acting as a focal point for your wealth management, we are a highly-qualified, multi-disciplined team, comprising in-house and independent experts, to support your individual aims.
Generally, there are three crucial areas to which Clarion adds value:
Traditionally, you would have had to seek counsel in these areas from a number of separate firms of advisors. In answering the call for a more integrated approach, our unique proposition is to offer advice in depth across all areas from one single source.
The effect of this coordinated approach, as clients regularly tell us, is a clear picture of family and business affairs - a feeling that everything is being looked after with due diligence.
In adopting such a comprehensive approach to wealth management, there may be occasions, for example a specialist tax issue, where outside help is required. We know where to find this advice and will, if required, bring in the appropriate experts and integrate their recommendations into the overall picture. Word-of-mouth referral and real world experience serves us well in this respect.
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