Private Wealth by Greenwoods is for those who care deeply about protecting not just their financial wellbeing, but the people and values they cherish most. We bring clarity to complexity, ensuring every decision supports the life you lead and the legacy you leave.
Our mission is to demystify wealth, to educate with empathy, and to support families through life’s key moments, from building a legacy to preserving it for generations to come.
Private Wealth by Greenwoods is for those who care deeply about protecting not just their financial wellbeing, but the people and values they cherish most. We bring clarity to complexity, ensuring every decision supports the life you lead and the legacy you leave.
Our mission is to demystify wealth, to educate with empathy, and to support families through life’s key moments, from building a legacy to preserving it for generations to come.
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Advising three brothers in respect of their own personal wealth, estate planning, Wills and Lasting Powers of Attorney and advising them jointly as the shareholders of various companies.
Advising clients on options to include trusts within Wills, to address concerns regarding survivor remarrying. Including complex provisions should they die together in an accident.
Advising on and preparing a new Will and pilot discretionary settlement for a newly divorced client. She wished to appoint guardians for her infant daughter and to structure her estate to benefit her daughter in a controlled manner.
Reviewing a complex set of trust deeds and providing advice regarding reducing or assigning the interests of the current beneficiaries.
We work with several schools advising on their service occupancy agreements and their land issues.
We successfully negotiated and settled a dispute over whether a verbal protected tenancy under the Landlord and Tenant Act 1954 had been granted to occupiers who were also relatives of the landlord.
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