WELCOME TO LOCKHART CAPITAL MANAGEMENT
Combining bespoke Financial Planning and Exclusive Wealth Management Solutions to a select group of discerning high net worth individuals and their families.
We have decades of combined Wealth Management experience and co-invest alongside our clients to ensure our interests are fully aligned with theirs.
As a partnership we are built for longevity, providing stability and continuity to both our clients and our employees.
WELCOME TO LOCKHART CAPITAL MANAGEMENT
Combining bespoke Financial Planning and Exclusive Wealth Management Solutions to a select group of discerning high net worth individuals and their families.
We have decades of combined Wealth Management experience and co-invest alongside our clients to ensure our interests are fully aligned with theirs.
As a partnership we are built for longevity, providing stability and continuity to both our clients and our employees.
What we do
FINANCIAL PLANNING
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.
WEALTH MANAGEMENT
WEALTH MANAGEMENT
Lockhart Capital Management has access to Exclusive Wealth Management Solutions provided by Lockhart Asset Management which are designed to meet our clients ongoing financial planning needs as well as protecting their wealth in real terms in as many economic scenarios as possible.
As a boutique partnership we provide the personal interaction and high attention to detail that is so often lacking today at the larger wealth management firms.
Lockhart Asset Management manages the personal wealth of the partners and directors of Lockhart Capital Management and our clients co-invest alongside them 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.