Apt Private Capital

Preserve and grow your wealth. Protect your legacy.

 

As wealth accumulates, so does the complexity of wealth management and wealth preservation. An Apt Private Capital Bespoke Strategy enables you to navigate this complexity to preserve and grow your wealth, and protect your legacy.

Apt Private Capital has a long history of helping individuals, families and businesses manage assets, investments and multigenerational wealth strategies. We take the time to understand you, your vision, goals and family dynamics, and leverage our expertise to build the right strategy for you and your loved ones.

 

Contact an Apt Private Capital Adviser

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.

An expert in your corner

Our team of highly recognised investment analysts and financial planners work together to create and execute your strategy.

 

Afr Boss Award Wreaths
2019 Fpa Award Wreaths
2020 Financial Award Wreaths
2021 Barrons Award Wreaths
2020 Self Licensed Firm Award Wreaths
2020 Women In Finance Award Wreaths

 

 

Contact an Apt Private Capital Adviser

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Contact us

To discuss your specific needs and find out if an Apt Private Capital
Bespoke Strategy is right for you, get in touch.

 

Contact an Apt Private Capital Adviser