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Everything under one roof and under control, so you don’t need to worry anymore.

Family Office Services

Running your own family office can be expensive and fraught with issues, such as staff retention and recruitment, the tax burden and the cost of office space in Central London.

At Green Fort Private Wealth, we work with high-net-worth individuals and families who require a genuinely personalised approach to managing, protecting, and growing their wealth — not just today, but across generations, essentially operating your family office, without the hassle.

Our family office service is built around long-term relationships and a deep understanding of each family’s circumstances, values, and ambitions. We bring everything together investment expertise, strategic planning, and a trusted network of specialists to deliver a truly integrated wealth management service, with everything monitored, managed and under control.

We hold full wealth management permissions in the UK, are regulated by the Financial Conduct Authority (FCA), and are committed to upholding the highest standards of professionalism, regulatory compliance, and client protection.

To explore how we can support your family’s financial ambitions, please contact us to arrange a confidential consultation.

Why Green Fort Private Wealth?

  • Owned and managed by an experienced, highly motivated team, closely aligned with the interests of the families we serve
  • A strong track record of supporting high-net-worth families and family offices with complex financial needs
  • Specialist knowledge in managing wealth across multiple jurisdictions
  • A relationship-driven, highly personalised service — tailored to each family’s unique circumstances and long-term objectives
  • Access to a trusted network of legal, tax, lending, and accountancy professionals across global markets
  • Integration with leading technology platforms to enhance portfolio oversight, reporting, and operational transparency
  • FCA-regulated, with full wealth management permissions, and committed to the highest standards of regulatory compliance and client protection

Our Services

Investment Management

Investment Advisory & Oversight

For families who wish to retain greater control over their investment decisions, we provide independent, objective advice across all markets free from conflicts of interest.

Planning & Structuring

Wealth Structuring & Succession Planning

We help families plan for the future through integrated strategies covering retirement, estate, and succession planning. This includes guidance on inter-generational wealth transfer, governance structures, and ensuring that both financial assets and family values are preserved for future generations.

Tax & Estate Efficiency

Working closely alongside your existing legal and tax advisers, we take a proactive approach to tax efficiency and estate planning — aiming to ensure that wealth transitions as smoothly and effectively as possible.

Risk & Asset Protection

We help identify and address the risks that matter most to your family, drawing on comprehensive solutions including insurance, contingency planning, and structured risk management strategies.

Family & Legacy

Family Governance & Education

We support families in establishing strong governance frameworks — including family constitutions and decision-making structures — and in preparing the next generation through financial education and leadership development.

Philanthropy & Impact

For families with charitable ambitions, we provide guidance on structuring philanthropic activity — including charitable foundations and donor-advised funds — in a way that reflects your values and achieves meaningful, lasting impact.

The value of units can fall as well as rise, and you may not get back all of your original investment.

A pension is a long-term investment. The fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates, and tax legislation.

Protection plans will have no cash in value at any time and will cease at the end of the term. If premiums are not maintained, then cover will lapse.

Tax planning is not regulated by the Financial Conduct Authority

Time to talk?

Simply fill in this short form, and a member of the team will be in touch to discuss whatever you need help with.

    Legal

    Green Fort Private Wealth Ltd is an Appointed Representative of The On-Line Partnership Limited which is authorised and regulated by the Financial Conduct Authority.

    Green Fort Private Wealth Ltd is registered in England and Wales, Number 11717620. Registered office – Suite 5, 10 Churchill Square, Kings Hill, West Malling, ME19 4YU.

    This website is aimed at UK customers only.

    Approved by In Partnership FRN 192638 November 2025.

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    Address

    Royalty House,
    72-74 Dean Street,
    London,
    W1D 3SG

    Green Fort Private Wealth
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