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At Coleman Wealth, we provide a dedicated Private Client Office Team to serve clients with greater sophistication and global complexity. Our platform is built for today’s dynamic, international clients. As a partner-led, independent firm, we offer exclusive access to institutional-grade investment solutions – investing alongside our clients and building lasting partnerships grounded in trust, alignment, and global perspective.

The Coleman Wealth Private Client Office Team

Testimonial

What Our Clients Say

James
    James

    Entrepreneur, United Kingdom

    “Coleman Wealth truly operates like a private office. No hard selling, no hidden fees - just intelligent advice and access we couldn’t get on our own.”

    Jean-Luc
      Jean-Luc

      Family Office Principal, Switzerland

      “What impressed me most was the institutional access — we were able to invest alongside leading funds usually closed to individuals. And the responsiveness is unmatched.”

      Amina
        Amina

        Retired Executive, Gulf Region

        “They helped me consolidate pensions across three jurisdictions and structure my offshore assets with zero friction. The attention to detail was impeccable.”

        From Our Advisory Desk: three Live Cases

        At Coleman Wealth Private Client Office, we believe the best way to showcase our capabilities is through the real-life solutions we’ve delivered. Below are selected case scenarios from our advisory desk, illustrating how we support clients with complex needs, cross-border considerations, and bespoke wealth strategies

        Case Study I: A London-Based Private Client - Simplifying Wealth for a Confident Retirement

        Case Study I: A London-Based Private Client - Simplifying Wealth for a Confident Retirement

        The Challenge: Over the course of his 30-year career, the client had accumulated multiple pension schemes, legacy investments, and relationships with various banks....

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        Case Study II: A Swiss-Based Family — Preparing the Next Generation

        Case Study II: A Swiss-Based Family — Preparing the Next Generation

        The Challenge: While the family’s wealth structure was well-established, succession planning lacked clarity. Individual portfolios were spread across Swiss and EU institutions....

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        Case Study III: A British Expat in Dubai — Aligning Global Wealth with UK Return Plans

        Case Study III: A British Expat in Dubai — Aligning Global Wealth with UK Return Plans

        The Challenge: Despite his financial acumen, the client’s assets were dispersed across various jurisdictions with no coordinated investment strategy.

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        Your Lighthouse in a Sea of Uncertainty

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        Case Study I: A London-Based Private Client - Simplifying Wealth for a Confident Retirement

        Client Profile
        A retired executive and long-standing London resident with over £12 million in personal wealth – spanning pensions, listed investments, and UK property. Though financially sophisticated, he was short on time and sought to simplify his affairs while creating a secure, tax-efficient income strategy for the years ahead.

         

        The Challenge
        Over the course of his 30-year career, the client had accumulated multiple pension schemes, legacy investments, and relationships with various banks. Without a cohesive withdrawal strategy or central oversight, he felt weighed down by financial complexity and was increasingly concerned about inefficiencies – especially in terms of future inheritance for his children.

         

        How Coleman Wealth Helped
        Working discreetly through our London Private Client Office, we began with a thorough diagnostic of his holdings across different providers and structures. From there, we:

        • Consolidated fragmented pensions into a single, actively managed SIPP
        • Implemented a Coleman Oak Fort “Balanced” discretionary portfolio tailored to his income needs and risk appetite
        • Structured tax-advantaged wrappers (ISA & offshore bond) for efficient income drawdown and estate planning
        • Coordinated with his legal and tax advisers to put in place a UK discretionary trust and updated Will
        • Simplified reporting to offer a clear, consolidated view of all holdings and cash flows

        The Outcome
        Today, the client benefits from a calm, structured financial approach. He enjoys regular, inflation-sensitive income, with reduced day-to-day involvement and full peace of mind around succession. With the support of a dedicated Coleman adviser and a consolidated reporting framework, he maintains oversight while confidently delegating the detail.

        Case Study II: A Swiss-Based Family — Preparing the Next Generation

        Client Profile
        A Zurich-based family, originally from France, with €75 million in diversified wealth including Swiss trusts, holding companies, and private investments across Europe. The patriarch, in his late 60s, was preparing to gradually hand over financial responsibility to his three adult children – each with differing levels of experience and involvement.

         

        The Challenge
        While the family’s wealth structure was well-established, succession planning lacked clarity. Individual portfolios were spread across Swiss and EU institutions, and there was no unified reporting or governance framework. The patriarch was concerned about preserving family harmony and ensuring long-term stewardship of the family capital.

         

        How Coleman Wealth Helped
        Through our Swiss-regulated entity, we initiated a multi-phase engagement to bring structure and transparency to the family’s wealth management. Our team:

        • Conducted a full audit across private assets, Swiss banks, and family trust structures
        • Delivered consolidated, cross-border reporting accessible to all family members
        • Facilitated family governance workshops in Zurich and London, leading to the creation of a family charter and investment committee
        • Allocated Oak Fort model portfolios by generation and risk profile, managed under a discretionary mandate with appropriate visibility controls
        • Brought in trusted external trustees and aligned estate planning across French, Swiss, and UK legal systems
        • Launched a next-generation education programme with one-to-one briefings and ongoing learning support

        The Outcome
        The family now benefits from a single point of financial oversight and a clear governance structure that guides decisions. With the patriarch able to step back gradually, his children are empowered with knowledge, structure, and access to trusted professionals. Coleman Wealth remains the family’s long-term partner, supporting them across generations and jurisdictions.

        Case Study III: A British Expat in Dubai — Aligning Global Wealth with UK Return Plans

        Client Profile
        A British entrepreneur in his early 50s, living in Dubai for over a decade, with £20 million in global assets. His portfolio included UAE-based businesses, UK rental property, dormant pensions, and offshore investments via local private banks. Planning to return to the UK with his family within 12–18 months, he was seeking clarity around tax exposure, asset repatriation, and restructuring.

         

        The Challenge
        Despite his financial acumen, the client’s assets were dispersed across various jurisdictions with no coordinated investment strategy. There was no pre-arrival UK tax planning in place, leaving him vulnerable to unnecessary CGT, IHT, and pension inefficiencies upon return.

         

        How Coleman Wealth Helped
        Through our DFSA-regulated Dubai entity, in collaboration with our UK and Swiss offices, we delivered a fully integrated cross-border strategy that aligned with his changing residency and long-term goals:

        • Structured a globally diversified Oak Fort “Balanced-Aggressive” portfolio within an offshore bond for liquidity and tax deferral across GBP, USD, and AED
        • Consolidated dormant UK pensions into a modern, FCA-compliant SIPP under delegated management
        • Developed a tailored UK pre-arrival tax strategy, including timing of asset realisations, clean capital segregation, and wrapper planning
        • Introduced a trust-based estate plan to mitigate future IHT exposure
        • Replaced fragmented UAE bank-based portfolios with a unified global custody and reporting solution

         

        The Outcome
        The client now has a coherent global wealth structure, fully aligned with his tax, investment, and succession objectives. As he prepares to relocate to the UK, he does so with clarity, flexibility, and a specialist team managing the details — both locally and across borders.