Who we serve
Stewarding wealth across the generations
For families whose wealth must serve children, grandchildren and the purposes they hold in common, we provide the structure, counsel and continuity that endure beyond any single lifetime.
Wealth held by a family is rarely about a single account or a single decision. It is about the orderly passage of capital, responsibility and values from one generation to the next, in a manner that is both tax-aware and fair to those who follow. The questions that matter most are seldom only financial: who will lead, how decisions will be made, and how to keep the family united once the founding generation steps back.
Riesant works with families over many years, and often over decades. We help you put in place the legal structures, governance and reporting that allow wealth to be preserved and transferred deliberately rather than by default, while preparing the next generation to receive it with confidence. We coordinate closely with your tax and legal advisers, and our open-architecture approach means our counsel is aligned with your interests alone.
What we hear
The questions that bring clients to us
Orderly succession
Ensuring that wealth passes to the next generation in a planned and tax-efficient way, rather than being shaped by circumstance or by the rules that apply in the absence of a plan.
Fairness between heirs
Balancing the differing needs, circumstances and expectations of children and grandchildren in a way the family understands and accepts as equitable.
Preparing the next generation
Equipping younger family members to understand, steward and eventually take responsibility for the family's capital.
Family harmony and governance
Establishing clear principles for how the family makes decisions together, so that wealth strengthens relationships rather than strains them.
“We wanted our children to inherit not only the capital, but the understanding of how to look after it. Riesant helped us write that down and live by it.”
Relevant services
How we would help
Wealth & Estate Planning
The hardest part of wealth is rarely making it. It is arranging for it to pass to the next generation, and to the causes you care about, without friction, dispute or unnecessary cost.
Family Office
For principals and families who want their entire balance sheet, across every bank and asset class, brought into a single coherent picture.
Wealth Management
A single relationship, two routes to managing your capital: a discretionary mandate run by our investment committee, or advisory support where the decisions remain yours.
Questions, answered
At what point should a family begin succession planning?
Earlier than most expect. Effective succession is a process rather than an event, and beginning while the founding generation is fully engaged allows structures to be established calmly, the next generation to be prepared, and arrangements to be reviewed as circumstances change.
Can you work alongside our existing lawyers and tax advisers?
Yes. We coordinate with the professional advisers you already trust rather than seeking to replace them. Our role is to bring the financial, structural and governance elements together so that your wider advice is implemented coherently.
What is a family constitution, and do we need one?
A family constitution is a written statement of the principles by which a family governs its shared wealth: how decisions are made, how the next generation is involved, and what the family hopes its capital will achieve. It is not legally binding, but for many families it is the document that keeps them aligned across generations.
Begin a conversation
Let us understand your circumstances
A relationship manager will be in touch to arrange an introduction, discreetly and without obligation.