Who do we act for?
We act for private businesses, their owners and their families
We help business owner clients …
… understand and manage their business
Our planning methodology and active advice assists in building profit and value, managing risk, withstanding hardship, seizing opportunities, extracting wealth and ultimately, dealing with succession.
… build and protect their wealth
Our asset protection philosophy isolates business risk from personal assets and provides a framework to quietly build wealth in a structured, risk aware environment.
… plan and structure their lives
Our methodology integrates taxation, wealth, retirement, investment and estate planning to facilitate co-ordination of the key stages in the lives of our clients and their families.
What value do we bring?
We provide a depth of service that only comes through unconditional market focus
As we work only with one type of client we understand the big picture. Our approach to maintaining knowledge and skill is delivered through our client service philosophy, methodology and framework. Our commitment to planning with our clients builds our relationships and sets our service agenda for the future. As a result we become their valued and trusted advisor.
“Fordham helps business owners solve their problems and plan their futures”