We understand the personal involvement and hard work behind each of our clients’ wealth and the desire they have for future generations to understand the origins of the legacy left for them and their continued benefit.

Advisors affiliated to Scott-Rodger Private Client Advisory, support our clients across the country to structure their assets in a way that will help them grow their wealth now and preserve it for future generations. They guide our clients through the process of designing and implementing their bespoke structures, using trusts, foundations, companies and funds to hold assets and investments for secure, efficient wealth and succession planning.

Our affiliated trust experts with years of experience in administering trusts and private wealth structures with complex arrangements that include assets and beneficiaries spread across numerous jurisdictions as well as the legal, tax, and compliance concerns that occur.