We protect legacies,
and help create
new ones.
Lipman Burgon & Partners is a boutique wealth management firm providing tailored solutions to high-net-worth private clients, family offices and not-for-profit entities.
The firm prioritises excellence in client service and has been purpose-built around our clients’ requirements. Our team of industry leaders and experienced professionals build long-standing partnerships with clients and their families, guided by our values of honesty, accountability and tenacity.
Welcome to Lipman Burgon & Partners
“As a true boutique, we seek to build enduring partnerships with a select group of clients. This empowers us to deliver exceptional levels of service whilst safeguarding the attentive and collaborative culture of the firm.”
Paul Burgon, Managing Partner
Due to the firm’s partnership approach to engaging with clients, we are able to offer an unparalleled level of service and discretion.
From an investment standpoint, our portfolio size allows the firm to balance access to global institutional investments and participate meaningfully in bespoke opportunities.
We augment this with our deep network of relationships across the market globally to deliver opportunities, insights and connections that add value to your portfolio.
Robert Lipman, Executive Chairman
Our multi-disciplinary expertise allows us to tailor and integrate services to help grow, protect and distribute wealth.
PORTFOLIO CONSTRUCTION & MANAGEMENT
Constructing tailored portfolios to optimise returns and preserve capital.
TAX STRUCTURING & ASSET PROTECTION
Integrating tax structuring with investment management to protect against liability and maximise after-tax returns.
INTERGENERATIONAL WEALTH PLANNING
RELATIONSHIP MANAGEMENT
Our team of professionals manage your interests with care and discretion.
Our multi-disciplinary expertise allows us to tailor and integrate services to help grow, protect and distribute wealth.
PORTFOLIO CONSTRUCTION & MANAGEMENT
TAX STRUCTURING & ASSET PROTECTION
INTERGENERATIONAL WEALTH &
FAMILY OFFICE
Our team comprises senior industry leaders who have chosen to work for a firm that genuinely puts the clients’ interests first. They are supported by talented investment professionals who exemplify the firm’s client-centric culture.
All of our directors and advisers are performance-driven, unhindered by conflicts, and maintain the highest ethical standards.