Dan Hall
Dan Hall
Senior Director Wealth Planning
Dan Hall
Senior Director Wealth Planning
London
I provide advice and investment management for high net worth families, small businesses and trusts, with specific focus on entrepreneurs and senior corporate executives. I have significant expertise and experience in working with business owners or other equity holders, on the personal wealth implications of selling a business. Focusing on each client's unique situation I assist with portfolio construction, asset allocation and investment management, as well as considering relevant holding structures and tax efficient solutions working towards pre-agreed long term goals.
I provide advice and investment management for high net worth families, small businesses and trusts, with specific focus on entrepreneurs and senior corporate executives. I have significant expertise and experience in working with business owners or other equity holders, on the personal wealth implications of selling a business. Focusing on each client's unique situation I assist with portfolio construction, asset allocation and investment management, as well as considering relevant holding structures and tax efficient solutions working towards pre-agreed long term goals.