The drafting of legal documents, such as wills, trust deeds and to obtain a grant of probate, has traditionally been the preserve of lawyers. This is because complex legal documentation is usually required, to obtain a foreign probate for example. Some probate can also involve quite complex conflict of law issues that would be outside the normal practice of even the most experienced accountant.
Lawyers will often take the lead in devising overall financial structures, notably wills and settlements, for clients and then work with other professionals, such as accountants, to implement it.
Among the wealth management services typically offered by law firms are:
The PAM Directory is a comprehensive guide on comparative data focusing on asset managers, investment managers, private banks, stockbrokers, wealth managers and multi-family offices, who provide discretionary and/or advisory portfolio management services for private clients.Order Now
Subscribe to PAM to hear about the latest news and promotions
Site Content Copyright PAM Insight Ltd 2016
This option is not available when logged in as a Private Asset Manager.
For registering with PAMonline. You should now receive an email asking you to verify your email address. If you do not receive this email, please call +44 (0)207 967 1601 for assistance.
For registering with PAMonline.
You should now receive an email asking you to verify your email address.
If you do not receive this email, please call +44 (0)207 967 1601 for assistance.
To return to the Home page, click here
To see full information of the Private Asset Managers,
plus the opportunity to rate and follow, login or register.
Please fill in all the fields.
To resend activation email type in your registered email address below. Or contact the PAM office on +44 (0)20 7967 1608 to get instructions to activate your account.