Our proposition
Who do we act for?
We act exclusively for private, family businesses, their owners and their families.
In fact we say "no" to multinationals, public companies, governments and not-for-profit organisations. It's all about the family business owner.
We help our family business owner clients:
Understand and manage their businesses.
Our planning methodology and active advice assists in building profit and value, withstanding hardship, seizing opportunities, extracting wealth and ultimately, dealing with succession.
Build and protect their wealth.
Our asset protection philosophy isolates business risk from personal assets and provides a framework to quietly build wealth in a structured, low risk environment.
Plan and structure their lives.
Our methodology integrates taxation, wealth, retirement, investment and estate planning to ensure co-ordination of the key stages in client’s family’s lives.
What value do we bring?
We have a depth of service that only comes through unconditional market focus.
As we only work with one type of client we understand the big picture. Our constant market research allows us to maintain a knowledge and skill base second to none. Our commitment to planning with our clients builds our relationships and sets our service agenda for the future. As a result we become valued and trusted advisors.
Fordham helps family business owners solve their problems and plan their futures