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What happens next?


Family: - interested in ensuring that family wealth is preserved; managed and enhanced for the current and future generations.

One off advice on a particular issue

  1. We agree the brief and what the family wish as a preferred outcome
  2. Once we agree what we need to do we then need to collect and collate relevant facts about all of the family members and their current assets, everyone’s cooperation is vital if we are to deliver the service you have requested
  3. We then analyse the data and determine what we need to do
  4. We prepare our report (s) complete with recommendations
  5. Where necessary we implement the recommendation(s)
  6. We provide no ongoing monitoring or advice

Education of children and grandchildren

A common feature in many family trusts (where the grandparents or parents are trustees) is a mutual need for education.

For children or grandchildren who will receive trust or other assets on attaining a particular age e.g. 18. They need to understand how best to enhance, preserve and distribute their wealth as and when it comes under their control. We can provide courses to provide the needed level of understanding and to promote the 3 pillars of productivity, prosperity and philanthropy all necessary if life balance is to be achieved.

Investment advice

  1. We determine family member’s individual and collective aims, issues or problems requiring action
  2. We conduct a review of the current investments
  3. We prepare an investment proposal(s)
  4. We action the implementation of the proposal
  5. We provide ongoing advice
  6. We conduct the annual Review(s)

Review of previous advice

  1. We determine family's aims, issues or problems requiring action
  2. We review previous or current advice
  3. We prepare a report determine the suitability of the previous or current advice
  4. We assist in the preparation of the formal claim
  5. We can act as an expert witness
  6. We can support other professionals in the progression of your claim

Ongoing advice on a particular aspect of your financial position

We like to get to know you to make sure we can add value and assist you in meeting the particular goal.

  1. We need to get to know the family members and their objectives, a major part of that will be us asking you what you are hoping to achieve by engaging us, in other words if we were meeting one year on what would have been completed that would have taken your family forward.
  2. Once we agree what we need to do we then need to collect and collate facts about your family  and its current assets, cooperation is vital if we are to deliver the service you have requested
  3. We then analyse the data and determine what we need to do to enhance, preserve or distribute the family’s wealth
  4. We use this analysis to develop the plan that we will in due course allow us to present our recommendations or alternatives for the structures necessary to deliver the plan and the investment proposal that will support goals being achieved and are in line with the various risk profiles of the family members. To help us in building the plan we use Cash Flow Planning - to see a video explanation of what that involves and produces see below.



  5. With the recommendations in their final format we then move into implementation mode. In some cases we will be working with other professionals to ensure that the integrated approach is in process
  6. As with any plan it is necessary to monitor its progress to ensure that you are progressing towards your goals. This will necessitate ongoing meetings to review your situation and adjust the recommendations, if needed, as your lives change.

Full financial plan - we favour a six step process

We like to get to know you to make sure we can add value and assist you in meeting the family’s goals.

  1. We need to get to know the family members and their objectives, a major part of that will be us asking you what you are hoping to achieve by engaging us, in other words if we were meeting one year on what would have been completed that would have taken your family forward.
  2. Once we agree what we need to do we then need to collect and collate facts about you and your family’s current assets, your family’s cooperation is vital if we are to deliver the service you have requested
  3. We then analyse the data and determine what we need to do to enhance, preserve or distribute your family’s wealth
  4. We use this analysis to develop the plan that we will in due course allow us to present our recommendations or alternatives for the structures necessary to deliver the plan and the investment proposal that will support goals being achieved and are in line with your various risk profiles.
  5. With the recommendations in their final format we then move into implementation mode. In some cases we will be working with other professionals to ensure that the integrated approach is in process
  6. As with any plan it is necessary to monitor its progress to ensure that you are progressing towards your family’s goals. This will necessitate ongoing meetings to review your situation and adjust the recommendations, if needed, as your life changes.

Syndaxi - Chartered Financial Planners

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