FOR INDIVIDUALS AND FAMILIES

For 150 years, we have been designing plans to protect and build wealth on behalf of individuals, families and entrepreneurs, often across generations.

Every day we help our clients create everything from savings plans, complex pension structuring, directors’ pension planning, inheritance planning, and investment strategies.

WEALTH PLANNING

WE PROTECT AND BUILD YOUR WEALTH

Wealth is rarely an accident. It’s the product of a well-crafted plan.

Our wealth planning team works closely with individuals and families to build the wealth they need to realise their ambitions and ensure their wealth is protected for generations to come.

FAMILY ADVISORY

WE SAFEGUARD WEALTH
FOR GENERATIONS

For those with significant wealth, capital preservation and growth are equally important.

Our family advisory team is on hand to provide a complete service for wealthy families. Everything from strategic planning and generational wealth stewardship to investment structuring and day-to-day private banking.

BUSINESS ADVISORY

WE HELP YOU CREATE AND REALISE VALUE

The needs of business owners are distinctly different from individuals and families. Our business advisory team understands the entrepreneurial mindset. This, together with their vast experience, means they can help clients capitalise on business ownership, every step of the way.

SELF INVESTING

WE MAKE INVESTING ONLINE EFFORTLESS

For investors looking to invest online without advice, the Goodbody Connect platform provides the power to trade anytime, anywhere.

ACTIVE TRADING

WE ACT AS YOUR TRADING PARTNER

For investors looking to build a customised trading portfolio with guidance from a dedicated professional, active trading is the ideal solution.

ARRANGE A CALL BACK

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INSIGHTS

Catriona Coady

Catriona Coady

Head of Tax

Inheritance Guide 2025

Our 2025 guide to inheritance and estate planning contains the essential information you need to consider as part of a successful and impactful inheritance plan.

27 March 2025

27/03/2025

Investment Outlook 2025: will policy uncertainty trump growth?

What is shaping global growth and policy uncertainty? And what is our outlook for equity and fixed income markets in 2025?

05 December 2024

05/12/2024

Relocating overseas? What you need to know about international tax regimes

This report examines eight countries that we are commonly asked about when clients are considering a move abroad.

19 November 2024

19/11/2024

Dermot O'Leary

Dermot O’Leary

Chief Economist

Residential land availability: an assessment of residential land provision in Ireland

This report is an assessment of residential land provision in Ireland. This is a vital component to understand in the context of the upward revision to housing targets as part of the updated National Planning Framework.

09 September 2024

09/09/2024

CONTACT US

Speak to our specialist teams in Dublin, London, Cork and Galway.