Your wealth overview
An organised picture of the assets, liabilities, arrangements and commitments you share with us.
Our approach
A relationship built
around your whole life.
Clear priorities. Defined responsibilities. A personal point of contact to help coordinate the decisions and expertise around your wealth.
How we work with you
01
Understand
Your life comes first. We begin with your priorities, responsibilities and the questions you want to answer.
02
Organise
Bring the financial picture together and identify the decisions, information and specialist input needed.
03
Coordinate
Agree the scope, responsibilities and fees. Connect the relevant specialists with your existing advisers.
04
Review
Keep the overview current and return to the plan as your life, circumstances and ambitions evolve.
What the relationship should produce
Clarity you can
put to work.
Specific outputs and review arrangements are agreed to match the scope of your engagement.
Your priorities
A record of what matters, the decisions ahead and the questions requiring specialist input.
Your adviser map
Clarity about who is responsible for each service, with coordination across existing relationships.
Your review agenda
An agreed review rhythm and an action register that keeps important decisions visible.
A transparent engagement
Know who does what.
Know what you pay.
The scope, responsibilities and KPO fees are agreed in writing before work begins.
Where a specialist provider is involved, their role, contractual relationship and charges should be explained separately. Investment, custody, platform and product costs also need to be understood.
Your existing advisers can remain part of the relationship. Coordination begins with your permission and a clear understanding of everyone’s remit.
Service and delivery informationWorking with KPO
Your questions,
considered.
Who is KPO Private Wealth designed for?
The Private Wealth relationship is designed for professionals, entrepreneurs and families with around £200,000 or more in investable assets. Investable assets generally mean money available for investment, rather than the value of your main home. We also welcome an initial conversation where a business sale or other liquidity event is approaching. Fit and service scope are agreed individually.
Can I keep my existing accountant or adviser?
Yes. Coordination should make your existing relationships more useful. With your permission, KPO can bring the relevant context and priorities to your accountant, solicitor and other advisers, with clear responsibilities for everyone involved.
Does KPO currently manage investments?
KPO currently provides strategic advisory and coordination services. It does not offer discretionary portfolio management through this website or hold client money. Regulated advice and investment management require a confirmed arrangement with an appropriately authorised provider, explained before you engage.
How are fees agreed?
Scope, responsibilities and KPO fees are agreed in writing before work begins. Any specialist, investment-manager, platform, custody or product costs should be explained separately by the relevant provider. This website does not publish a fixed tariff.
What is the difference between Private Wealth and Family Office?
Private Wealth focuses on your financial picture and the coordination of planning and investment needs. Family Office is for more extensive coordination across family governance, businesses, multiple entities, advisers and personal affairs. The right relationship depends on complexity as well as wealth.
Can you help with international circumstances?
We can discuss the coordination needs of clients with assets or family interests in more than one country. The service available depends on residence, relevant jurisdictions, provider permissions and the agreed scope. Country-specific advice requires appropriately qualified specialists.
A confidential first step
Let’s put your wealth
in perspective.
Tell us what matters to you.
We can explore the right next steps together.