FREQUENTLY ASKED QUESTIONS

What exactly is wealth management, and why do I need it?

Wealth management is the comprehensive coordination of your financial life. It encompasses investment planning, tax optimisation, estate planning, risk management, and succession planning: all working together to preserve and grow your wealth across generations.

For high net worth individuals and families, wealth management becomes essential when your financial affairs grow complex. Multiple income streams, diverse assets, tax considerations across jurisdictions, and family succession planning require specialist expertise that goes far beyond basic financial advice.

The challenge lies not in finding financial services, but in finding the right specialists who understand your unique circumstances and can work cohesively toward your long-term objectives.

How does Sandpiper Group's approach differ from traditional wealth management firms?

We take a fundamentally different approach. Rather than providing direct financial advice, we serve as your strategic partner in accessing the entire market of elite financial professionals.

Traditional wealth management firms limit you to their own products and services. Their advisers can only recommend solutions from their company's portfolio, regardless of whether better options exist elsewhere in the market.

Sandpiper Group maintains complete independence. We have cultivated relationships with the finest specialists across every area of wealth management: from boutique investment houses to leading tax advisers, from specialist estate planners to international structuring experts.

This means you receive access to the full spectrum of opportunities and expertise available in the market, not just a subset limited by corporate allegiances.

Why don't you provide direct financial advice?

We believe the best financial advice comes from specialists who dedicate their entire practice to specific areas of expertise. No single firm can maintain world-class capabilities across every aspect of modern wealth management.

By remaining independent, we avoid the conflicts of interest that plague traditional advisory firms. We have no products to sell, no commission targets to meet, and no corporate agenda to pursue.

Our sole focus is identifying the right specialists for your specific circumstances and ensuring they work together effectively on your behalf. This approach delivers superior outcomes because each element of your wealth management strategy is handled by genuine experts in their field.

How do you select the professionals in your network?

Our selection process is rigorous and ongoing. We work exclusively with professionals who demonstrate three key attributes: exceptional expertise in their specialism, impeccable reputation among peers, and a commitment to client service that matches our own standards.

We assess technical competence through detailed due diligence processes. We examine track records, professional qualifications, regulatory standing, and peer recognition. More importantly, we evaluate how they approach client relationships and whether their values align with ours.

Only professionals who consistently deliver exceptional outcomes while maintaining the highest ethical standards earn a place in our network. We continuously monitor performance and maintain ongoing relationships to ensure standards remain consistently high.

This curation process means you benefit from immediate access to specialists who would typically require extensive research and vetting to identify independently.

What types of specialists do you connect clients with?

Our network encompasses every area of sophisticated wealth management. Investment specialists include boutique fund managers, alternative investment experts, and direct investment facilitators. Tax specialists cover domestic and international structuring, succession planning, and cross-border optimisation.

We work with leading estate planning barristers, trust specialists, and family office administrators. For business owners, we connect you with corporate finance specialists, exit planning experts, and succession advisers.

International clients benefit from our relationships with immigration advisers, international tax specialists, and offshore structuring experts. We also facilitate access to luxury asset specialists, including art advisers, property experts, and collectibles specialists.

The depth of our network means we can assemble bespoke teams of specialists tailored precisely to your circumstances and objectives.

How does the introduction process work?

The process begins with a comprehensive consultation to understand your specific circumstances, objectives, and preferences. We discuss your current financial position, future goals, and any particular challenges or opportunities you face.

Based on this understanding, we identify the most appropriate specialists for your requirements. We handle all initial introductions and coordinate preliminary meetings, ensuring each specialist understands your situation before you meet.

Throughout the process, we remain available to facilitate communication, clarify any technical points, and ensure all specialists work cohesively toward your objectives. We never charge fees to clients: our costs are covered by the professionals in our network.

This approach ensures you can explore opportunities and receive specialist advice without any financial commitment until you choose to proceed with specific recommendations.

What happens after you make the introductions?

Once introductions are made, you work directly with your chosen specialists while we maintain an oversight role to ensure coordination and service quality.

We regularly check that you are satisfied with the service levels and outcomes being delivered. If issues arise, we address them promptly with the relevant specialists.

As your circumstances evolve, we introduce additional specialists as needed. Family events, business developments, or changes in regulation may require new expertise, which we facilitate seamlessly.

Our ongoing relationship means you have permanent access to market-leading expertise as your needs develop over time.

Who typically benefits most from your services?

Our services are designed for individuals and families with substantial assets who require sophisticated wealth management solutions. This typically includes successful business owners, senior executives, inherited wealth families, and international families with complex cross-border requirements.

You benefit most from our approach if you value independence and want access to best-in-class expertise across all areas of wealth management. Clients who prefer to make informed decisions based on comprehensive market knowledge, rather than being limited to single-firm solutions, find our approach particularly valuable.

Our service also suits those who appreciate discretion and personalised attention. We maintain small client numbers to ensure each relationship receives the focus it deserves.

What should I expect from an initial consultation?

Your initial consultation is comprehensive but entirely without obligation. We discuss your current financial position, your short and long-term objectives, and any specific challenges or opportunities you are considering.

We explain how our network can address your particular requirements and identify which specialists would be most relevant for your circumstances. We also answer any questions about our process and how we maintain service quality across our network.

The consultation typically lasts 60-90 minutes and can be conducted at our offices, your preferred location, or via secure video conference for international clients.

Following the consultation, we provide a summary of our discussion and recommendations for next steps, should you choose to proceed.

How do I get started?

Beginning your relationship with Sandpiper Group is straightforward. Contact us through our website to schedule your initial consultation.

We will arrange a meeting at your convenience to discuss your requirements and explain how our network can serve your wealth management objectives. This consultation is entirely without commitment, allowing you to evaluate our approach thoroughly.

Following our meeting, you can decide whether to proceed with introductions to relevant specialists. There are no fees to pay and no obligations to accept any recommendations made by the specialists we introduce.

Your wealth deserves the attention of genuine experts. Our role is ensuring you have access to them.

The difference lies not just in the quality of individual specialists, but in how they work together toward your long-term prosperity. That coordination, combined with complete market access, creates opportunities that single-firm relationships simply cannot match.

Your financial future deserves nothing less than the finest expertise available. We make that expertise accessible.