A confidential first step
A conversation
worth having.
Tell us a little about your circumstances and what you would like to explore. We can start by understanding whether KPO is the right fit.
Speak with KPO
Start with
what matters.
The Private Wealth relationship is designed for clients with around £200,000 or more in investable assets, or an approaching liquidity event.
Please avoid sending account numbers, identity documents or other sensitive information in your initial enquiry.
What happens next
01
An introduction
We begin with your priorities and the questions you would like to answer.
02
A clear fit
Discuss which services may be relevant, who would deliver them and any limitations.
03
An agreed scope
Responsibilities, terms and fees are agreed before any engagement begins.