WELCOME TO LOCKHART CAPITAL MANAGEMENT
Bringing together bespoke Financial Planning and a Private Investment Office to a select group of discerning high net worth individuals and their families.
As a partnership we have over 100 years of combined Wealth Management experience and co-invest alongside our clients to ensure our interests are fully aligned with theirs.
We have no external shareholders and are built for longevity, providing stability and continuity to both our clients and our employees.
WELCOME TO LOCKHART CAPITAL MANAGEMENT
Bringing together bespoke Financial Planning and a Private Investment Office to a select group of discerning high net worth individuals and their families.
As a partnership we have over 100 years of combined Wealth Management experience and co-invest alongside our clients to ensure our interests are fully aligned with theirs.
We have no external shareholders and are built for longevity, providing stability and continuity to both our clients and our employees.
What we do
PERSONAL FINANCIAL PLANNING
PERSONAL FINANCIAL PLANNING
By listening to our clients we help them put into perspective their current and accruing wealth so that they can structure their financial planning from a position of education and informed choice.
We provide advice to them on all aspects of their planning so that their goals and aspirations can be achieved with the maximum efficiency from a tax, legislative and economic perspective.
We will act as a sounding board, drawing on our vast experience and challenge where we think objectives cannot be met or should be rethought. We only work with a select number of clients so that we can always be available to advise and guide.
PRIVATE INVESTMENT OFFICE
PRIVATE INVESTMENT OFFICE
The Lockhart Capital Management Private Investment Office provides the investment solutions that power our financial planning. This in turn provides access to an exclusive discretionary management service that is designed for today's economic and political landscape.
As a boutique partnership we provide the personal interaction and high attention to detail that is so often lacking today at larger firms.
Our Private Investment Office manages the personal wealth of the partners of Lockhart Capital Management and our clients co-invest alongside us so that there is a total alignment of interest.
PHILANTHROPY
PHILANTHROPY
For clients who wish to explore the options that exist beyond gifting wealth to their family, the questions of how much, when and to whom can be daunting and complex.
To assist those clients with this process, the starting point is to establish what capacity their estates may have for gifting once all of their own personal goals have been met and the legacies for their own families secured.
We will work with legal and tax advisers to assist in the efficient structuring and timing of any potential giving as well as taking into account the level of involvement that our clients require.
We can also introduce to specialist charitable foundations should there be a particular cause or sector that they wish to be involved with.
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