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For exceptional individuals with bespoke needs

First Wealth Private Office

The Private Office Process

Operating at the centre of your financial needs and decisions, First Wealth Private Office delivers, curates, and facilitates the entire financial journey for individuals with more complex financial needs. We provide a fully coordinated approach to ensure the best possible chance of financial success.

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First, we work with you to build a comprehensive financial plan and a map to help you stick to it. This includes taking time to identify, then achieve, and protect the things that matter most to you.

Let us help you

First Wealth Private Office offers twelve services in supplement to the work of our core offering. These services are designed to offer exceptional individuals creative solutions and opportunities to achieve what matters most to them. Our team works with a carefully curated network of professionals to provide a fully coordinated, specialist, approach.

Robert Caplan of First Wealth private Office
First Wealth Flywheel

Hear our clients' stories

All Insights and Resources
All Insights and Resources
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Questions we get asked a lot...

First Wealth Private Office is a service designed for exceptional individuals with bespoke financial planning and wealth management needs.

Operating at the centre of your financial needs and decisions, the service delivers, curates, and facilitates the entire financial journey for individuals with more complex planning needs. It provides a fully coordinated approach to ensure the best possible chances of financial success.

The First Wealth Private Office team operate through a combination of inhouse and outhouse services, where our carefully curated network of professionals support our clients in their endeavours.

This network is vetted, organised, and led by First Wealth to ensure clients receive a fully coordinated approach with peace of mind that things are under control and moving towards their goals. We manage the entire process, all logistics, and relationships so that you can explore opportunities beyond the core offering.

By managing this extended network, you gain access to the likes of philanthropy, tax planning, wealth transfer strategies, alternative investment solutions, and private equity.

The First Wealth Private Office services cover five main categories:

  1. Financial Planning
  2. Wealth Management
  3. Behavioural Coaching
  4. Process Management
  5. Organisation, service, and community

Within these categories, in collaboration with our carefully vetted network, we offer: legal services, financial organisation, property, general insurance, FX, Business Planning, lending, banking & cash, philanthropy, alternative investments, and private equity.

First Wealth Private Office is simply an extension of the core First Wealth offering for those with more complex financial needs.

These additional services aim to combine the personal touch of independent financial advice with the opportunities and network of a traditional private office.