FAMILY ADVISORY
CREATING A LASTING FAMILY LEGACY
Goodbody has been supporting Irish families with significant wealth for 150 years. Everything from strategic planning and generational wealth stewardship to investment structuring and day-to-day private banking.
WHY CHOOSE US
YOUR FAMILY FIRST
We harness the combined resources of Goodbody and the AIB Group to protect your family’s interests and realise the full possibilities of your family’s wealth.
Family office expertise.
Our team of senior family office advisors have extensive domestic and international experience working in and for wealthy families.
True partners.
We understand the nuisances of managing wealth across generations and therefore work seamlessly with your other advisors to meet your objectives.
Comprehensive offering
We advise on all aspects of intergenerational wealth planning, as well as offer convenient access to a full suite of private banking services.
Forensic knowledge.
We have a deep understanding of the complexities of wealth and the intricacies of the Irish tax system including multi-jurisdictional domicile.
Dedicated advisor.
The relationship is led by a senior director, who listens, anticipates your needs, and ensures you have access to the right expertise at the right time.
More than wealth.
We are stewards of values as well as wealth, so ensure financial knowledge and family principles are inherited alongside assets.
OUR FAMILY ADVISORY SERVICES
A comprehensive suite of advisory and private banking services is available to wealthy families, all facilitated via a single point of contact.
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Defining your long-term goals
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Crafting a family mission and vision statement
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Establishing a family office and governance process
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Creating a family agreement
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Education of the next generation
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Advising on succession planning
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Facilitating ongoing communication and family meetings
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Planning for business exit and succession
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Providing strategic property advice
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Estate planning
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Advising on tax structuring
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Reviewing insurance coverage
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Defining and implementing a philanthropy strategy
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Providing ESG advisory services
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Designing a strategic asset allocation:
– Liquidity management
– Core compounding
– Private assets
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Constructing your portfolio
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Conducting risk analysis and monitoring
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Fund selection
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Conducting company analysis
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Partner with our traders to create a customised trading portfolio
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Access to corporate advisory services
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Access corporate lending
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Access private banking services via the Private banking division of our parent company AIB:
– Current and savings accounts
– Personal lending
– Mortgages
– Credit cards
– Treasury services
– Secure private lending against your investment portfolio or other assets
OUR APPROACH
MULTI-PURPOSE INVESTING
Our strategic advisory team divides the capital into three interlinked
portfolios, essential, desirable, and aspirational.
Each portfolio has a distinct purpose and is invested accordingly.
Essential Portfolio
The purpose:
To meet the ‘essential income’ needs of the client over the next spell out five – ten years, so the underlying strategy is designed to provide the necessary level of liquidity.
Desirable Portfolio
The purpose:
To achieve moderate growth of the wealth within the segment by constructing a diversified portfolio designed to deliver enhanced returns
Aspirational Portfolio
The purpose:
To generate surplus capital to secure a family legacy by investing in less liquid assets, venture capital, and special situations over the long term.
A PERSONAL INTRODUCTION
Joe Prendergast,Head of Investment Strategy, explains our approach to strategic advisory.
CASE STUDY
THE ‘SUDDENLY I’VE MADE IT BIG’ PLAN.
Behind every wealth plan we create is a personal story.
Here is one of our clients who is happy to share.
My business was my life.
Then, out of the blue, I get an
offer I can’t refuse. And I’m
left thinking – now what?
CONOR , 51
Software Entrepreneur
CONTACT US
Speak to our specialist teams in Dublin, London, Cork and Galway.
