Our Services
Tailored Solutions for Families and Businesses
At Lambourn Capital, we recognise that UHNW families often have diverse and complex needs. Our services are designed to be flexible, allowing you to mix and match to create a bespoke solution that best suits your requirements. Whether you need comprehensive family office advisory, strategic investment management, or expert corporate finance advice, we are here to help you achieve your financial goals. We offer a wide range of services tailored to preserve and grow your wealth sustainably for future generations.
Family Office Advisory
Overview:
Our Family Office Advisory service is at the heart of what we do. We provide a comprehensive suite of services designed to address the complex needs of UHNW families. Our goal is to ensure your family’s wealth is managed effectively, allowing you to focus on what matters most.
Key Services:
- Wealth Structuring: Creating and managing structures that preserve and grow wealth across generations.
- Philanthropy Planning: Assisting in the creation and management of philanthropic endeavours.
- Succession Planning: Developing strategies to ensure smooth transitions of wealth and leadership.
Benefits:
- Tailored solutions that reflect your family’s unique values and goals.
- Expert guidance to navigate the complexities of wealth management.
- A holistic approach that integrates all aspects of your family’s financial life.
Investment Management
Overview:
Our Investment Management service is designed to provide strategic investment solutions that prioritise risk management and sustainable growth. We work closely with you to develop an investment strategy that aligns with your financial goals and risk tolerance.
Key Services:
- Portfolio Management: Customising investment portfolios to meet specific objectives.
- Risk Management: Implementing strategies to protect against downside risk.
- Performance Monitoring: Regularly reviewing and adjusting portfolios to optimise performance.
Benefits:
- Personalised investment strategies that align with your goals.
- Proactive risk management to protect your wealth.
- Continuous monitoring and adjustment to ensure optimal performance.
Wealth Management
Overview:
Our Wealth Management service encompasses financial planning, tax optimisation, and estate planning. We provide a comprehensive approach to managing your wealth, ensuring that all aspects of your financial life are coordinated and optimised.
Key Services:
- Financial Planning: Developing and implementing strategies to achieve your financial goals.
- Tax Optimisation: Structuring your finances to minimise tax liabilities.
- Estate Planning: Ensuring your estate is managed and distributed according to your wishes.
Benefits:
- A holistic approach to managing your wealth.
- Strategies to minimise taxes and maximise wealth preservation.
- Peace of mind knowing that your estate is planned according to your wishes.
Treasury & Cash Management
Overview:
Effective cash and liquidity management is vital for individuals and businesses seeking to maximise returns while minimising risk. At Lambourn Capital, we provide bespoke treasury services that ensure optimal use of excess cash, focusing on capital protection and yield enhancement. Our approach is designed to safeguard your wealth while offering superior financial outcomes.
Key Services:
- Cash Flow Optimisation: We analyse and manage cash flow to ensure liquidity is used efficiently, balancing operational needs with investment opportunities.
- Short-term Investments: We allocate surplus funds to safe, high-yield investments to improve returns while maintaining liquidity.
- Capital Protection: Our primary focus is safeguarding your principal through secure instruments and conservative strategies.
- Liquidity Management: We design strategies that allow you to access funds when needed, without sacrificing yield potential.
- Risk Assessment & Reporting: Regular risk assessments and performance reporting help you stay informed and in control of your treasury strategy.
Benefits:
- Capital Preservation: Your principal is safeguarded through conservative cash management strategies.
- Improved Yield: Unlock higher returns on excess cash without taking unnecessary risks.
- Flexible Liquidity: Access funds when needed while maintaining an optimal investment strategy.
- Enhanced Financial Control: Gain greater insight and control over your cash flow with tailored treasury solutions.
Financial Operations Consultancy
Overview:
Achieving operational excellence is key to ensuring your business can scale and grow effortlessly. Lambourn Capital offers expert financial operations consultancy, providing an in-depth evaluation of your organisation’s systems, controls, and processes. We help you identify weaknesses, opportunities for improvement, and ensure your business is equipped to achieve future growth.
Key Services:
- Operational Systems Evaluation: We assess the effectiveness of your group’s operational systems and controls, ensuring integrity and efficiency.
- Data & Cyber Security Audits: We provide an objective review of your data handling and cyber security measures to ensure complete protection.
- Stakeholder Collaboration: We work closely with business process owners to streamline tasks and improve operational efficiency.
- Growth-Oriented Solutions: We recommend future-ready systems and processes aligned with your company’s growth ambitions.
Benefits:
- Enhanced Efficiency: Identify areas for improvement and streamline operations for better performance.
- Data Integrity & Security: Strengthen the security of your data and systems, ensuring robust protection.
- Scalable Solutions: Implement systems and processes designed to support your business growth.
- Collaborative Approach: Benefit from consultancy that works hand-in-hand with your team to improve operational workflows.
CFO and CIO Outsourcing
Overview:
Our CFO and CIO Outsourcing services provide UHNW families and/or their businesses with dedicated Chief Financial Officers and Chief Investment Officers. These professionals develop and manage personalised financial and investment strategies, ensuring your wealth is handled with the utmost expertise and care.
Key Services:
- Financial Strategy Development: Creating comprehensive financial strategies tailored to your needs.
- Investment Strategy Management: Overseeing investment portfolios to achieve optimal returns.
- Financial Reporting and Analysis: Providing detailed reports and analysis to support decision-making.
Benefits:
- Access to top-tier financial and investment expertise without the need for or to complement in-house staff.
- Customised strategies that align with your family’s financial goals.
- Detailed reporting and analysis to keep you informed and in control.
Contact Information:
Get in Touch:
Have a question or need more information? Reach out to us, and a member of our team will get back to you shortly.
Office Location:
Visit us at our office: 2nd Floor, Berkeley Square House, Berkeley Square, London W1J 6BD, United Kingdom.
Email:
Email us at info@lambourncapital.com