Jason Chequer Email & Phone Number

Who am II am a considered, caring and experienced family wealth adviser, with over 30 years in family wealth advising, strategic wealth management and investing.My advising is not just focused on creating and preserving wealth but to empower families to thrive with wealth, to live well and work well together.I believe a family can be generationally successful by focusing on the strengths and positive outcomes a family can achieve with wealth rather than acting based on a fear of messing up. Who I helpI specialise in family advising, consulting on the design, implementation and management of family and wealth strategies for multi-generational families, entrepreneurs and business families.My role as the family's adviser, is to support both the collective family and its individual members, prepare and manage the financial, business and social capital for the benefit of current and future generations. How I helpCreating wealth and it is sustainability for future generations continues to be one of the most important goals for wealthy families. At Sayers, we think differently about the support and resources you need to manage and invest your wealth. Our philosophy is not only to help you navigate complex and changing circumstances but support your family with its own effective stewardship of its resources for now and a sustainable future.Sayers has established a family and wealth advisory business to build and protect the assets of families of significant wealth. Our approach is to take a more comprehensive strategic view of wealth management that integrates all financial and family issues that need to be thought about. We are committed to looking beyond the financial investments, to understand what the family stands for, create a family strategy and develop a framework for working together. Managing the financial capital is important but helping the family prepare and manage itself is just as important if the family wishes to sustain the capital across generations. In order for a family to successfully manage inter-generational wealth, they have to attend not just to good financial practices but to the softer issues of relationships, governance and communication.True family wealth is about much more than money.

Listed skills include Investments, Portfolio Management, Finance, Financial Advisory, and 19 others.