Green Fort Private Wealth exists to foster secure, sustainable wealth for the families and individuals who trust us with their financial lives.

We provide a family office service to HNW and UHNW clients - including successful professionals, business owners, entrepreneurs, people approaching or in retirement, and those in the public eye in sport, media and culture. Our practice is built entirely on referrals from lawyers and accountants, which we believe says everything about the quality of advice and relationships we deliver.

Our approach is deliberately straightforward. Too often, getting your financial affairs in order is a needlessly complicated process. We cut through that - bringing clarity, control, and genuine personal attention to every client relationship. Whether you're planning a business exit, thinking about the next generation, aligning your investments with your values, or simply looking for a steady hand to manage the complexity of a busy financial life, we're here to help.

We specialise in tax-efficient planning, investment management, business succession, intergenerational wealth, and estate strategies - working closely alongside your accountants, solicitors and trustees to make sure every aspect of your financial world is optimised, joined up, and under control.

That same experience and insight has led our Managing Director to identify a gap that has long needed filling. The new venture is currently in stealth mode and we're excited to bring it to market. We can't share too much publicly just yet, but a launch is planned for Q2 2027. 

Green Fort Private Wealth

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Green Fort Private Wealth

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