As a private client professional, we understand that your clients are your priority and you are committed to achieving the best outcomes for them.
Traditional providers tend to offer one-dimensional services. Clients are therefore not receiving the tailored and holistic services that they really need, and indeed should expect.
Here at Aetas Partners, we can bridge the gap. Our team’s innovative approach stands out by bringing together advice from a variety of professional disciplines.
As a result, you and your clients benefit from connected, comprehensive and sustainable solutions from a trusted network of private client professionals, led and co-ordinated by Aetas Partners. The entire Aetas team is united by a shared, client-centric outlook, focusing on lifetime planning for each client, and succession planning for their loved ones and future generations.
We bring together a carefully selected group of trusted private client professionals and business advisers to build closer client relationships. Typically, we work with firms offering private client services for high-net-worth clients and/or business owners. You remain the primary advisor for your clients and in control of the delivery of advice.
Our main services include:
• Business planning services
• Estate planning services
• Probate services
• Property services
• Wealth management services
If you are looking to enhance your service offering to your clients, connecting with Aetas Partners is the perfect solution for you.
We would be delighted to meet with you to see how we can work together and invite you to set up an introductory online meeting to find out how we can help you and your clients.
Please click the link below to book a convenient time for an initial online meeting:
https://go.oncehub.com/MatthewSteiner
+44 (0)20 3633 0579
matthew.steiner@aetas-partners.com
