About you

"The way they changed me was not thinking about money any more. They convinced me that we have enough to live the life we want, in safety."

When can I slow down?

“I need more balance in my life.” “When can I quit the big job?” If you’re a successful senior executive or partner sharing those thoughts, then you’re like many bdb clients. Directors, corporate partners and executives often come to us when they have achieved significant success but want to move on to the “next phase” of life: perhaps pursuing more personal projects or non-executive roles, improving their work-life balance or planning their retirement altogether.

How thin can I spread myself before I disappear?

This comment from one bdb client neatly encapsulates the dilemma facing many business owners and entrepreneurs. There comes a point when no matter how much you love your business and work, your life needs to change in order to become genuinely fulfilling for you and your family.

What’s the most meaningful way to pass on what we have?

Deciding what to do with family wealth over time can be difficult for individuals and families, both in terms of the financial complexity and the enormous range of choices available to you. What’s important is making sure that your wealth supports your family’s ambitions.

It’s time to bring your wealth to life

Client success stories

  • "I can be happy that we are living sensibly within our means and will be able to do so in the future. The team also goes out of their way to service clients. They jumped through a number of hoops just to allow me to save a few basis points – they really didn’t have to – but that’s the extent to which they care, and that really builds trust."

Complete your success story today.

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