Liam Willis Email & Phone Number

Some of the strategies which I have recently assisted clients with include the following:• Providing highly effective multi-asset diversified investment portfolios for wholesale and sophisticated clients • De-risking of a highly concentrated holding due to the release of equity within a business, whereby effective investment diversification has been provided• Ensuring continuity and seamless transition of wealth between generations of families' through ongoing discussions relating to inter-generational goals and then providing diversified investment solutions• Implementing a diversified multi-asset solution following a large dollar cost divestment strategy to de-risk highly concentrated portfolios• Simplified complex structuring, which eliminated the highly stressful situation of managing financial independence following a significant business sale transaction• Provided ongoing assistance for senior executives, professionals and business owners managing the transition to relying on investment income for the purpose of maintaining lifestyle over the decades of financial independence