Independently Wealthy - "handling wealth with wisdom ..."

These clients have accumulated significant wealth. They have more than enough to meet their lifestyle needs, without the need to work but may still be working because they enjoy it. Wealth may have come from the sale of a business, vested shares for a senior executive, an inheritance or a divorce settlement.

They may be any age and any family situation. Their defining characteristic is that they are looking for someone to help them use their wealth in a purposeful way, rather than simply invest their funds. They want to be strategic about utilisation of their wealth, but do not want to be consumed by the management of it – they are too busy enjoying other aspects of their lives.

BFM program