Build a Wealth Engine That Pays for Itself.
You already built your business. Now we’ll build the structure that protects it, grows it, and makes HMRC fund the bill.
You’ve built real wealth. But you know you’re not getting the full game.
You’re not paranoid. The system was never designed for wealth creators like you.
If you’ve ever thought:
Then you’re not alone.
Most 7-figure founders & family businesses feel exactly the same. That’s why we built a different playbook.
Your Accountant, Solicitor, and Wealth Manager Aren’t Strategists.
⦿ Accountants keep you compliant.
⦿ Lawyers draft paperwork.
⦿ Wealth managers sell products.
None of them architect the system.
We design structures where tax, control, and family governance work together.
👉 That’s why ultra-wealthy families always look untouchable. They don’t guess — they structure.
Discover How It Works
Strategies That Pay Back in 12 Months – 18 Months
The £15M Exit Saved £3M+ in CGT (Robson family)
– Planned early → £0 CGT → redeployed capital into new ventures.
4 Heirs, 4 Businesses, 0 Family Fights (Khan family)
– Voting, dividend, and trust shares split up and mapped clearly → no succession chaos.
£1M Estate, £3M Growth IHT-Free (Waltz family)
– Froze today’s value → all future growth passed outside taxable estate.
Property + Cash + Business Unified (Ford family)
– All asset classes streamlined into one engine → no fragmentation.
The SAFO Model More Than A Family Investment Company
Why I Do This
When my father, a successful man with multiple businesses, property, and land, first became a client of the company I now work alongside, I was right there with him. I watched him get buried under the same problem you probably feel now: every advisor keeping him “compliant,” but never giving him a real strategy. The wealth was there, but the structure wasn’t. HMRC took more than they should, and he never felt in full control.
The Process:
As I worked alongside him and our team of strategists, I helped guide him through the process — understanding, questioning, and building the kind of system that transformed everything. His tax dropped. His control returned. His wealth stopped leaking and started compounding.
That experience changed me. I realised the only difference between families who thrive and those who get gutted is strategy — having someone to put all the pieces together and keep you three moves ahead.
The Result:
Today, that’s what I do for founders and families across the UK. I work directly with the same experts who built my father’s solution — accountants, barristers, strategists — and together we architect frameworks that cut tax, protect assets, unlock capital, and empower you to stay in control without needing a £200k-a-year family office.
Because once you’ve lived through the frustration of being “advised” but never strategised, you’ll never settle for playing blind again.
This Isn’t for Everyone. But It Might Be for You.
We typically work with:
– Founders exiting businesses for £5m–£50m.
– Families with £2m–£20m tied up in property, land, or companies.
– Professionals earning £250k+ who feel overexposed to tax.
– Anyone who feels “too big for small advice, too small for a family office.”
If that’s you, the next move is simple:
👉 See what this looks like in practice.