Private Wealth

We’ve had the privilege of providing private wealth services to individuals, families, entrepreneurs, businesses, and landowners for more than 100 years. Our aim is simple and straightforward – to make sure our clients achieve their objectives in managing, growing and protecting their wealth for the future.

We help them deal with a wide range of private wealth issues, covering family law, wills, trust, tax and probate, and offer mediation services. We also assist with their residential and commercial property needs, as well as safeguarding their business interests.

Sheri-Anne Mizon, Managing Partner

"Our clients come to us for help with a diverse range of issues and scenarios they wish to see addressed. They may be individuals or families, entrepreneurs or business owners. Many have substantial assets and private wealth, including property and investment portfolios. Our relationship often extends over decades, and is rooted in the quality of our work, and endures because clients recognise the care and thought behind the professional advice we provide."

Private Wealth Guide 2025/26

Every year, we publish a Private Wealth Guide, offering insights into why Hertfordshire and Essex make excellent homes for high-net-worth individuals and emerging affluents. The idea for our first Guide was born in 2018, sparked by a desire to share the in-depth knowledge of private wealth matters that we have accumulated over many decades.

Now, we are delighted to present our seventh Private Wealth Guide – a meticulously researched guide to the best properties, finest educational establishments, and vibrant business environments enjoyed by those who live and work in our local communities.

In this Guide, we’ll once again demonstrate to you that our two thriving counties have so very much to offer. We explore the property type that has become the most popular amongst buyers, the outstanding businesses that have received royal recognition, and the local celebrities who exemplify the diverse ways that wealth can be accumulated. Plus, we have included a guide to lifetime gifting, detailing how you can minimise your Inheritance Tax bill by making the most of allowances and exemptions.