Family wealth management

Family wealth management is not just about managing assets; it's about building a secure financial future for you and your loved ones.​

Maritime Capital will help you navigate the complexities of the property investment world and make decisions that align with your family's long-term goals and values.


Building and maintaining wealth is no easy task, and a strong financial strategy is needed to ensure that your wealth is preserved and strengthened and your future generations are able to prosper.

Let's establish a long-standing partnership that puts you and your family first.

Planning for generational wealth

No two families are alike; each has complex and unique needs.

As a family-run property wealth management company, we're determined to be good custodians of your resources, delivering returns but also doing the right thing for everyone involved at all times.

We're here to protect, maintain and enhance your wealth, focusing on understanding your goals and putting an effective investment plan in place.

As recognised property wealth investment experts we're also adept at working with other family offices to offer authoritative advice on property investment management.

The process of family wealth management

We recognise that managing family wealth is a comprehensive process that includes several stages:

Wealth accumulation: The first step towards building your financial future. It involves making the right property investments and decisions to grow your wealth.

Wealth protection: This stage is all about safeguarding your wealth from potential risks. It involves strategies such as risk management and tax planning to.

Income creation: Here, we focus on generating a steady stream of income from strategic property investments, ensuring an appropriate lifestyle for you and your family members.

Wealth distribution: Finally, we can help you plan for the distribution of your wealth after you've gone, ensuring it's passed on to the next generations as per your wishes.

The benefits of family wealth management

Navigating the world of finance can be complex, and managing your family's wealth across generations requires a strategic approach.​

This is where family wealth management comes into play. Working with Maritime Capital allows you and your family to access resources including:

Strategic planning: Family wealth management provides a structured plan to help you accumulate, grow and preserve your wealth. Whether it's retirement planning or funding your child's future, a comprehensive plan can provide clarity and direction.

Expert guidance: You'll benefit from specialist advice based on years of experience and in-depth knowledge of property investment markets. This can lead to better decision-making and potentially higher returns.

Tax efficiency: Effective strategies can significantly reduce your tax liability, allowing more of your wealth to be passed on to future generations. Investment opportunities: Our expertise, networks and contacts can provide access to a wide range of investment opportunities you may not be aware of or otherwise have access to.

Risk management: Family wealth management includes identifying potential risks and implementing strategies to mitigate them. This ensures the preservation and growth of your wealth regardless of market uncertainties.

Legacy planning: A comprehensive family wealth management plan includes estate and succession planning, ensuring your wealth is distributed according to your wishes after your lifetime. It also includes strategies to minimise estate taxes, further preserving your wealth for future generations.

Peace of mind: Perhaps the most significant benefit is the peace of mind that comes from knowing your financial affairs are being managed by professionals. You can focus on enjoying your life, confident in the knowledge that your family wealth is being effectively managed.

Why choose Maritime Capital for family wealth management?

With 35+ years of experience working in the property sector, Maritime Capital create high-yield commercial property market returns, but also retain strong values and a determination to be kind, compassionate and friendly in everything we do.

We pride ourselves on delivering on deals and exiting all situations profitably and ethically.


We offer a fully tailored approach that ensures your family wealth management remains flexible and adapts to your evolving needs.

Our unique outlook provides you with full control, while we manage the-day-to-day administration of your assets.

We're often asked to speak to the next generation, who can sometimes feel unsure of and alienated by the wealth their parents have, and it’s a real privilege to give them the confidence to become responsible custodians of that wealth.

Partnering with Maritime Capital means you'll benefit from a comprehensive family wealth management plan that not only meets your current financial planning goals but also prepares you for the future.
We're here to help you navigate your family's financial journey with confidence. Let’s start a conversation today. Get in touch.