Wealth planning A dream without a plan remains a dream

We can help you get your financial affairs in order with our comprehensive wealth planning service. Whether you are an individual, a company or a trustee with a US connection, let us create a bespoke financial plan that suits your needs. 

woman looks through binoculars to the future, our wealth planning services help plan for the future

Why wealth planning?

Bespoke wealth planning

We will listen carefully to you and devise a plan around your individual needs. 

No two people have the same dreams and aspirations. That’s why your financial plan will be fully customised and only include solutions that will truly suit your circumstances.

Long-term guidance

Whatever your goal is for the future, we will work with you to achieve it. We will talk to you about your family and your legacy and create a long-term plan to help you make your dreams a reality. 

If your situation changes, don’t worry. We will review your plan on a regular basis to make sure you are still on track to meet your financial objectives.

Full range of services

From pension accumulation and retirement planning to inheritance tax planning and providing for school fees, we offer a comprehensive range of financial planning services.

We help both UK-domiciled and non-resident clients arrange their affairs in a tax compliant manner. 


We consider the whole of the market in order to find the best financial planning solutions for you. We do not sell our own in-house products which means our wealth planning advice is truly unbiased.

Transatlantic expertise 

We have the specialist knowledge to guide you through both the financial landscape and your geographic location, to effectively implement a plan that will meet your financial goals.

Our take on the world

Find out what our experts think about the news and trends affecting global markets and keep up-to-date on everything going on at LGT Wealth Management US.

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