Family Office & Portfolio Planning
- Vanni Gasbarri
- Sep 18
- 1 min read
Assistance with portfolio structuring, risk mitigation & return optimisation
We don’t advise on which investments to make — instead, we ensure your portfolio is structured in a tax-efficient and compliant way. Our role is to help you manage ownership, governance and risk, while working alongside our regulated investment partner who provides formal investment advice.
At Britannia Advisory Ltd, our role is to:
At Britannia Advisory Ltd, our role is to:
Provide advice on tax planning and structural considerations.
Assist with portfolio organisation to support long-term objectives.
Analyse the tax impact of transactions.
Implement risk mitigation strategies through clear ownership and control.
Work alongside our regulated investment partner for product-level advice.
Provide governance support, including board minutes and reporting.
Our STEP-qualified adviser ensures our work meets the highest professional standards in trust and estate planning.
Important Disclaimer
Britannia Advisory Ltd is not authorised to provide investment advice. We assist with the tax, structuring and compliance aspects of family office and portfolio planning, and work alongside our regulated investment partner, who is authorised to advise on investment products, asset allocation and portfolio management.We do not receive commission or referral fees for introductions. Our aim is simply to ensure clients have a robust tax and structural framework in place, supported by the right regulated investment expertise.