For clients with significant assets under our stewardship, Elmstone’s Private Client team, supported by St. James’s Place, works to formulate solutions that meet the complex needs wealth can bring.
Those needs might be rooted in your balance of assets vs. income, your family life, your residence & domicile, your business interests or in other personal circumstances.
Our solutions will span the tax-efficient structuring of wealth, capital preservation & growth, wealth succession and the positive impacts that you can make with your wealth.
The value of an investment with SJP will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.