Financial family office

Our financial family office combines deep expertise with an extensive network to manage all your financial and personal interests seamlessly under one roof.

We provide a holistic approach to managing your assets and fulfilling personal objectives by integrating specialised external services. Each solution is carefully tailored to meet your unique needs, ensuring comprehensive support across all aspects of your financial life.

Our services include a full suite of offerings designed to address every aspect of wealth management and lifestyle enhancement:

Expert legal advice & services: Access to top-tier legal guidance.
Direct investment opportunities: Exclusive investment options not available on the open market
Personal & corporate banking facilities: Comprehensive banking solutions
Corporate Finance: Strategic financial services

Tax advice, planning & Wealth Management: Expertise in tax optimisation and wealth preservation
Private equity & venture capital: Opportunities in emerging companies and industries
Global consolidated reporting: Unified reporting for clear, comprehensive financial oversight

Our team

Our team's collective achievements span hundreds of years across a range of sectors, providing a solid foundation for our capacity to deliver clear, precise, and invaluable intelligence-driven financial services.

Meet our team

Get in touch today to explore how we can support your future needs.

Get in touch

Heligan Wealth Management is a trading name of Hay Hill Wealth Management Ltd. Registered in England and Wales 05416229.

Registered office: 24 Upper Brook Street, London, W1K 7QB. Hay Hill Wealth Management Ltd (registered number 453682) is authorised and regulated by the FCA.

Legal Information