Trinity Private Office
Joined-up advice for complex wealth.
When your wealth spans businesses, property, family and several advisers, we bring it together and work alongside your lawyers and accountants on one plan.
Robert Saunders
Senior Partner · Head of Private Office
Robert has advised private clients, families and business owners for more than 35 years, bringing estate planning, pensions and investments together into one plan.
Who this is for
For wealth with more moving parts.
You might be selling a business, earning well early in a short career or looking after wealth across generations, and you want one firm looking at the whole picture.
What's included
Private Office is our most comprehensive service. Robert leads it personally, and we work directly with the solicitors, accountants and investment managers you already use, so everyone is working to the same plan.
01
Wealth structuring
Family investment companies, trusts and holding structures, set up with your legal and tax advisers.
02
Selling a business
Planning well ahead of a sale, so you understand the tax and the proceeds have somewhere to go.
03
Investment oversight
One view across every manager and account you hold, measured against what the money is for.
04
Family and succession
Estate planning, gifting and preparing the next generation for what they may inherit.
05
Success that comes early
Advice for people who earn significant sums young, from sport, media or business, with the long view in mind.
How we work
Five steps, with your other advisers involved.
We follow the same five steps as every client and bring your solicitor, accountant and investment managers in at each stage.
Your adviser
Led by Robert Saunders.
Robert leads Private Office personally, with the wider Trinity team behind him.
Events
Private Office events.
Let's talk
Let's talk about what's next for you.
The first conversation is complimentary, with no obligation to proceed.
