We are pleased to serve individuals and families,
associations, charitable trusts and foundations.
Individuals & Families
Lipman Burgon & Partners has been purpose-built around the requirements of high-net-worth individuals and family offices. This includes providing solutions to affluent clients that help them build and safeguard their wealth, for today and for the benefit of future generations.
We view each relationship with our clients as a partnership. Our proven approach is to forge high quality, long-standing relationships that allow us to better service clients’ needs over time.
For Purpose & Not For Profit Organisations
For purpose and not-for-profit entities are an important part of our client base. We have considerable expertise in this complex area, including advising on investment policy frameworks and undertaking sophisticated asset allocation modelling.
Balancing operational needs with future requirements can be difficult, which is why we place great importance on governance, compliance and transparency. This provides you with the comfort and security of knowing your organisation is on solid financial ground while managing its affairs in a way that is consistent with its business and ethical goals.