Private Office
Your dedicated team, built around your needs – creating a joined-up approach that goes beyond finances to support your wider goals and lifestyle.
Your dedicated team, built around your needs – creating a joined-up approach that goes beyond finances to support your wider goals and lifestyle.
ARC Private Client Indices, 2024
B Corporation
Chartered Financial Planners
Financial Planning Firm of the Year 2025
Chartered Financial Planning Firm of the Year
5-star Google rating from 130+ reviews
First Wealth Private Office brings every aspect of your financial life into one place. With 12 integrated services, a trusted network of experts, and direct access to senior advisers. We deliver the clarity, coordination, and confidence your wealth deserves.
Financial Planning
We help you see your financial future with clarity, so you can make confident decisions today that increase your chances of long-term success.
Financial Planning
Wealth Management
Our award‑winning, evidence‑based investment portfolios align your wealth with your life goals, supported by behavioural coaching every step of the way.
Wealth Management
Tax Planning
We help you keep more of what you earn by identifying tax-saving opportunities and managing liabilities to protect your long-term wealth.
Tax Planning
Business Planning
Shape the future of your business through expert guidance on exits, succession, and asset structuring. Helping protect your legacy and enabling you to leverage your business to support your personal goals.
Legal Services
Safeguard what matters most. Our team coordinates powers of attorney, specialist legal counsel on trusts, wills, and international governance to secure your legacy.
Financial Organisation
Get time back with a centralised system that brings together your data, reporting, and financial logistics - keeping you informed without the admin.
Banking & Cash
Have confidence in your day-to-day finances. We manage banking relationships and cash reserves to balance everyday needs with returns and liquidity requirements.
Insurance
We secure bespoke insurance coverage to safeguard you and your assets against life’s unforeseen events and protect you from uncertainty.
Property
Whether you’re investing, refinancing, or finding a home or second property, we support your property decisions with help from trusted partners, ensuring everything fits within your wider financial plan.
Lending
Structured, bespoke lending and credit solutions tailored to your liquidity and investment ambitions. Access capital when you need.
FX
We secure competitive foreign exchange rates and optimise cross‑border currency flow so you can act quickly and confidently.
Philanthropy
Helping you design and manage philanthropic structures that express your purpose and create meaningful impact, efficiently and effectively.
From recently exited founders to serial entrepreneurs, support for those navigating life after a major business sale with bespoke planning that balances lifestyle freedom and long-term legacy.
We help business owners prepare for high-value exits and extract maximum value from their equity. Our expert team delivers capital structuring, tax planning, and integrated strategies to fuel future ventures and long-term security.
From newly named beneficiaries to those managing long-standing family estates, we guide inheritors through the complexities of probate, tax, and cross-border wealth.
From high-earning professionals to time-poor portfolio owners, we work with individuals managing income, inheritance, and complex assets across multiple advisors.
We sit at the centre of your financial world, bringing together every aspect of your wealth where advice is needed and aligning it seamlessly with your goals.
Speak to an adviser
See all your global assets in one secure, consolidated report.
Navigate complex financial questions with a team of trusted advisers by your side.
Let us coordinate your accountants, lawyers, and investment providers – so you don’t have to.
Your strategy evolves as life, legislation, and markets change – no matter how complex.
Build a long-term strategy for family, philanthropy, and purpose-driven wealth.
Invest with impact and make financial decisions that reflect what matters most to you.
Prepare heirs with education, coaching, and governance – not just money.
We’re not tied to products or providers – so your strategy stays focused on you.
See all your global assets in one secure, consolidated report.
Navigate complex financial questions with a team of trusted advisers by your side.
Let us coordinate your accountants, lawyers, and investment providers – so you don’t have to.
Your strategy evolves as life, legislation, and markets change – no matter how complex.
Build a long-term strategy for family, philanthropy, and purpose-driven wealth.
Invest with impact and make financial decisions that reflect what matters most to you.
Prepare heirs with education, coaching, and governance – not just money.
We’re not tied to products or providers – so your strategy stays focused on you.
Built around what matters most to our clients, the Wealth Network offers more than access – it creates meaningful opportunity.
From curated investment insights to exclusive events and introductions, we connect Private Office clients with likeminded individuals, peers, and partners in some of London’s most remarkable venues.
It’s not just our network, it’s yours.
Your first meeting is all about you. Together, we’ll look at where you are now, where you want to be, and how to shape a clear plan to get you there. During your initial session, we’ll help you:
I think at First Wealth, I’ve got a really strong sense, a trust if you like, that they’re really taking the time to get to know me and they want to put in place a really important plan.
Iain Anderson
Watch the story
If you want to know how to make the most of the money and assets that you have at your disposal, then I think First Wealth are brilliant
Imogen Landy
Watch the story
What they provide is like, therapy for financial planning.
Josh Katz
Watch the storyIf something’s still unclear, just send us a message – we’re happy to help anytime
Ask us questionFirst 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.
Our Private Office is built for founders, business owners and senior professionals with significant assets, multiple income streams and more complex planning needs.
This often includes business exits, company shareholdings and options, trusts and Family Investment Companies, large portfolios (personal and corporate) and multi generational planning.
Our initial planning fee comes with a full value guarantee. If, at the end of the planning process, you do not believe it has delivered value, we will refund it in full. We will meet as many times as needed during this stage to ensure the plan is correct and you are completely confident in it.
For ongoing advice, we operate a tiered percentage fee that reduces as portfolio size increases. Importantly, we deliver far more than investment management. A considerable part of the value comes from ongoing planning, tax work, structuring and ensuring you are making the right decisions over time. There will also be areas where we do not charge ongoing fees but still manage on your behalf, such as tax efficient investments and cash.
Full detail on our fees here: https://www.firstwealth.co.uk/about-us/our-fees
The First Wealth Private Office services cover five main categories:
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.
The First Wealth Private Office team operate through a combination of in-house 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.
We start by building a long term plan around what you want your wealth to achieve. From there we manage:
You will work directly with Robert Caplan, the Co-Founder of First Wealth, Head of Private Office, and a Chartered Financial Planner with 20+ years’ experience.
You will also be supported by:
Humaira Chowdhury, Head of Client Experience
Humaira ensures onboarding, transactions and ongoing service run smoothly and efficiently.
Senior Technical Analyst
Responsible for modelling, structuring and tax calculations.
Client Relationship Manager
Your day to day contact for administration and ensuring everything progresses on time.
There is no limit on meeting frequency. Most Private Office clients have an annual planning and investment review, plus interim meetings through the year and ad hoc access whenever circumstances change. We are very used to supporting clients through liquidity events where timelines are tight.
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.
Change is coming. If you own a family business, you will soon come under the cold shadow of inheritance tax, thanks to the changes to...
Six months ago, we formally launched First Wealth Private Office – a bespoke service designed for clients whose lives, circumstances, and finances have reached a...
Every business exit is different, and the right one takes planning. Here’s how we helped a pair of founders transition their business through an Employee Ownership...
First Wealth will use the information you provide, to contact you about our products and services. You may unsubscribe from these communications at any time. For information on how to unsubscribe, as well as our privacy practices and commitment to protecting your privacy, please review our Privacy Policy
First Wealth (London) Limited does not endorse the linked website or any of its contents, and is not responsible for the accuracy of the information contained within it.
