Wealth Management: lawyers and advisers
Find proven, recommended Wealth Management lawyers and advisers worldwide. A wealth manager advises individuals and families on investments, financial planning and the long-term management of their assets. You usually need one when you have significant assets to invest, plan for retirement or succession, or move wealth between countries.
The jurisdictions with the most Wealth Management experts listed are Jersey, California, US and England. Use the filters below to narrow by specialism or country, or search by name or firm.
Experts
Claude Carletide
Established in 1993, Chantler Kent Investments (CKI) is an independent financial advisory firm based in England, renowned for its bespoke financial planning services. With more than three decades of experience, CKI has cultivated a…
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Gail McCourt
Gail McCourt is Head of Private Client Fiduciary Services (PCFS) for RBC Wealth Management in the British Isles. Based in Jersey, she is responsible for the award-winning Fiduciary Management & Technical Trust team, providing solutions to…
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Sarajane Kempster
Sarajane Kempster is Head of Fiduciary Clients for RBC Wealth Management’s fiduciary business in the British Isles. Based in Jersey, Sarajane leads a team of fiduciary specialists who have business development responsibility for the…
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Jennifer Jordan McCall
Jennifer Jordan McCall is a Partner at Pillsbury Winthrop Shaw Pittman LLP, a leading international law firm, where she is a nationally recognised authority on gift and estate planning for high-net-worth individuals and families. She has…
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Wendy Warren
Wendy Warren, Director of Onyx Partners in The Bahamas and a chartered accountant with more than thirty years in the sector, was named Wealth Management & Fiduciary Advisory Expert of the Year in The Bahamas at the 2024 Corporate INTL Global Awards.
View profile →Frequently asked questions
What does a wealth manager do?
A wealth manager advises individuals and families on investments, financial planning and the long-term management of their assets.
When do you need a wealth manager?
You are likely to need one when you have significant assets to invest, plan for retirement or succession, or move wealth between countries. Taking advice early usually costs less than putting things right later.
How do I find a good wealth manager?
Check that they are qualified or registered to practise in the country concerned, for example with the local bar association or professional body, and that they have handled matters like yours, including any cross-border element. Ask who will do the work, which languages they work in and how they charge before you instruct them. Each wealth manager listed on this page has a profile with their firm, practice areas and contact details, so you can compare them before getting in touch.
How much does a wealth manager cost?
Fees depend on the firm, the experience of the person advising you and how complex the matter is. Firms commonly charge by the hour, a fixed fee for a defined piece of work, or a combination of the two. Ask for a written estimate and the terms of engagement before any work starts.
Do I need a lawyer or an adviser for wealth management matters?
Use a lawyer for legal advice, contracts and anything that may end up before a court or a regulator. Advisers such as accountants, tax advisers and consultants handle compliance, financial and business advice. Many matters need both, which is why Find an Expert lists both, under the Legal and Advisory specialisms.
How do I contact a wealth manager through Corporate INTL?
Open any profile on this page to see the contact details the firm has provided, such as telephone, email and website. Every profile also has a "Contact via Corporate INTL" button if you would rather send your request through us.