Apt Private Capital

A bespoke strategy to make your vision a reality

Working closely with you, your family and your other trusted professionals, we design a bespoke strategy that turns your vision into reality. From family succession and multigenerational wealth planning to tax and estate planning, we can help you to ensure you live the life you want today and tomorrow, and when the time comes, leave the legacy you deserve.

For more detail on our services hover over the icons below
- Family Succession Planning
  We work with you and your family to get a deep understanding of your vision, goals, family objectives and dynamics. From there, we create a bespoke strategy to help you grow and protect your family’s wealth and your legacy.
- Family Governance
  Your Family Governance Plan will guide your family to work together towards a shared vision. Roles and responsibilities will be allocated to different family members, and the process for making decisions will be agreed. We will also help you to manage your family office and your business, make investment decisions and oversee your philanthropic interests.
- Retirement Planning
  Retirement looks different for everyone. For some, it is a point in time when work stops, and a new phase of life begins. For others it can be a gradual phasing out of work. Whatever your circumstances, our goal is to help you maximise this exciting stage of life.
- Investment Management and Asset Allocation
  We work with you to select the right options to suit your investment requirements. Our asset allocation is based on providing the right asset mix, whilst balancing risk versus long-term return. We regularly evaluate your asset allocation, ensuring that it continues to work for you.
- Asset Structuring and Risk Management
  Securing the right choice of legal structure for your investments makes a long-term impact on your family. When we plan your investment assets, we help you create ownership structures that facilitate business succession, estate planning, taxation and asset protection. Having the right insurance cover will protect you, your family and your business from life’s uncertainties. Our risk specialists have solutions to cover you and your family’s personal needs and those of your business.
- Tax Planning
  Taxation rules and regulations can be complex and change regularly. Our advisers will work with you to ensure that your investments and assets are tax effective.
- Estate Planning
  Estate planning is an important step in ensuring your affairs are in order. We will work with your trusted advisers to guide you on the most tax-effective method of distribution. We can also help you to set up a trust for your beneficiaries, providing both protection and taxation benefits.
- Philanthropic services
  Many of our clients want to give back to the community. Our advisers can help you give to these causes in the most effective way. Our services include structuring your giving, establishing and managing charitable trusts, finding suitable causes to support and helping you leave a legacy through your will.
Family Succession

We work with you and your family to get a deep understanding of your vision, goals, family objectives and dynamics. From there, we create a bespoke strategy to help you grow and protect your family’s wealth and your legacy.

Family Governance

Your Family Governance Plan will guide your family to work together towards a shared vision. Roles and responsibilities will be allocated to different family members, and the process for making decisions will be agreed. We will also help you to manage your family office and your business, make investment decisions and oversee your philanthropic interests.

Retirement Planning

Retirement looks different for everyone. For some, it is a point in time when work stops, and a new phase of life begins. For others it can be a gradual phasing out of work. Whatever your circumstances, our goal is to help you maximise this exciting stage of life.

Investment Management and Asset Allocation

We work with you to select the right options to suit your investment requirements. Our asset allocation is based on providing the right asset mix, whilst balancing risk versus long-term return. We regularly evaluate your asset allocation, ensuring that it continues to work for you.

Asset Structuring

Securing the right choice of legal structure for your investments makes a long-term impact on your family. When we plan your investment assets, we help you create ownership structures that facilitate business succession, estate planning, taxation and asset protection. Having the right insurance cover will protect you, your family and your business from life’s uncertainties. Our risk specialists have solutions to cover you and your family’s personal needs and those of your business.

Tax Planning

Taxation rules and regulations can be complex and change regularly. Our advisers will work with you to ensure that your investments and assets are tax effective.

Estate Planning

Estate planning is an important step in ensuring your affairs are in order. We will work with your trusted advisers to guide you on the most tax-effective method of distribution. We can also help you to set up a trust for your beneficiaries, providing both protection and taxation benefits.

Philanthropic Services

Many of our clients want to give back to the community. Our advisers can help you give to these causes in the most effective way. Our services include structuring your giving, establishing and managing charitable trusts, finding suitable causes to support and helping you leave a legacy through your will.
For more detail on our services hover over the icons below
- Business Succession Planning
  Planning the succession of your business can be emotional and fraught with anxiety. Our advisers will work with you to map out a clear succession plan, minimising the risk to your business and ensuring your successful transition to retirement.
- Family Governance
  Your Family Governance Plan will guide your family to work together towards a shared vision. Roles and responsibilities will be allocated to different family members, and the process for making decisions will be agreed. We will also help you to manage your family office and your business, make investment decisions and oversee your philanthropic interests.
- Retirement Planning
  Retirement looks different for everyone. For some, it is a point in time when work stops, and a new phase of life begins. For others it can be a gradual phasing out of work. Whatever your circumstances, our goal is to help you maximise this exciting stage of life.
- Investment Management and Asset Allocation
  We work with you to select the right options to suit your investment requirements. Our asset allocation is based on providing the right asset mix, whilst balancing risk versus long-term return. We regularly evaluate your asset allocation, ensuring that it continues to work for you.
- Multi-Generational Wealth Planning
  We work with you and your family to get a deep understanding of your vision, goals, family objectives and dynamics. From there, we create a bespoke strategy to help you grow and protect your family’s wealth and your legacy.
- Asset Structuring and Risk Management
  
  Securing the right choice of legal structure for your business and investments makes a long-term impact on your family.When we plan your business and investments assets we help you create ownership structures that facilitate business succession, estate planning, taxation and asset protection.Having the right insurance cover will protect you, your family and your business from life’s uncertainties. Our risk specialists have solutions to cover you and your family’s personal needs and those of your business.
- Tax Planning
  Taxation rules and regulations can be complex and change regularly. Our advisers will work with you to ensure that your investments and assets are tax effective.
- Estate Planning
  Estate planning is an important step in ensuring your affairs are in order. We will work with your trusted advisers to guide you on the most tax-effective method of distribution. We can also help you to set up a trust for your beneficiaries, providing both protection and taxation benefits.
- Philanthropic services
  Many of our clients want to give back to the community. Our advisers can help you give to these causes in the most effective way. Our services include structuring your giving, establishing and managing charitable trusts, finding suitable causes to support and helping you leave a legacy through your will.
Business Succession Planning
Planning the succession of your business can be emotional and fraught with anxiety. Our advisers will work with you to map out a clear succession plan, minimising the risk to your business and ensuring your successful transition to retirement.

Family Governance
Your Family Governance Plan will guide your family to work together towards a shared vision. Roles and responsibilities will be allocated to different family members, and the process for making decisions will be agreed. We will also help you to manage your family office, your business, make investment decisions and oversee your philanthropic interests.

Retirement Planning
Retirement looks different for everyone. For some, it is a point in time when work stops, and a new phase of life begins. For others it can be a gradual phasing out of work. Whatever your circumstances, our goal is to help you maximise this exciting stage of life.

Investment Management and Asset Allocation
We work with you to select the right options to suit your investment requirements. Our asset allocation is based on providing the right asset mix, whilst balancing risk versus long-term return. We regularly evaluate your asset allocation, ensuring that it continues to work for you.

Multi-generational Wealth Planning
We work with you and your family to get a deep understanding of your vision, goals, family objectives and dynamics. From there, we create a bespoke strategy to help you grow and protect your family’s wealth and your legacy.

Asset Structuring
Securing the right choice of legal structure for your business and investments makes a long-term impact on your family. When we plan your business and investments assets we help you create ownership structures that facilitate business succession, estate planning, taxation and asset protection. Having the right insurance cover will protect you, your family and your business from life’s uncertainties. Our risk specialists have solutions to cover you and your family’s personal needs and those of your business.

Tax Planning
Taxation rules and regulations can be complex and change regularly. Our advisers will work with you to ensure that your investments and assets are tax-effective.

Estate Planning
Estate planning is an important step in ensuring your affairs are in order. We will work with your trusted advisers to guide you on the most tax-effective method of distribution. We can also help you to set up a trust for your beneficiaries, providing both protection and taxation benefits.

Philanthropic Services
Many of our clients want to give back to the community. Our advisers can help you give to these causes in the most effective way. Our services include structuring your giving, establishing and managing charitable trusts, finding suitable causes to support and helping you leave a legacy through your will.