Partner
Trusts, Structuring & Offshore
Tax & Offshore
London
Financial planning
Succession planning
Families
HNW
UHNW
Financial Services
Wealth Management & Private Banking
Private banker
Spear’s Review
Hundle partner and head of wealth structuring Andrew Sams provides holistic solutions geared towards the multi-generational needs of HNW families, ‘delivering tailored, long-term, client-centric wealth planning strategies that incorporate the investment, tax and commercial implications of an ever-evolving financial and fiscal landscape’.
It’s a service that uses wealth preservation strategies, tax management and global asset-holding structures to maximise inter-generational wealth transfer and investment returns.
‘I work in collaboration with clients’ wider advisers with respect to the development, implementation and ongoing oversight of sophisticated estate planning and charitable giving vehicles,’ Sams tells Spear’s.
Adviser Profile
Andrew has spent over 15 years advising Ultra High Net Worth Individuals, their families and businesses. His experience ranges from advising on the acquisition and sale of closely held businesses and private equity interests, the establishment and evolution of multi-jurisdictional family office structures, as well as dealing with family governance and succession planning matters.
Andrew's role at Hundle often involves collaborating with our clients' wider adviser network to develop, implement, and oversee sophisticated wealth structuring projects. He also works closely with our investment management team to ensure we optimise net-of-tax investment returns for clients.
Rank: Recommended
Recommended 2024, Trusts, Structuring & Offshore
27 Albemarle Street, Third Floor, Mayfair, London, W1S 4HZ