Wealth Protection & Planning

Building generational wealth and security

Our services safeguard your family's financial future by protecting your wealth, minimising tax exposure, and ensuring your legacy endures through unforeseen events.

Are looking to build a lasting legacy and safeguard your family’s future?

High-net-worth Families

Designed for affluent families seeking to ensure financial security, build generational wealth, and safeguard their assets long-term.

Entrepreneurs

For business owners looking to protect wealth, minimise taxes, and secure a global legacy for future generations.

Ensuring Children’s Success

For families wanting to provide their children with financial security, and a legacy of generational wealth and stability.
Addressing Challenges

Diversify for lasting wealth

Our high-net-worth clients typically build their wealth through seven different income streams, including earned income, dividends, rental income, business profits, capital gains, royalties, and interest.

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We understand that each client’s financial situation is unique
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We create a tailored strategy that adds to your existing income streams, maximising both current income and long-term wealth preservation
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We focus on minimising tax liabilities, utilising legal and effective tax strategies to protect your assets
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We ensure your wealth is not only growing but also efficiently protected
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We ensure that your assets are passed smoothly to the next generation, free from excessive tax burdens and legal complications
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Build Passive Wealth

We help clients diversify their income streams through global investments, property, and other passive income opportunities. Our tailored strategies are designed to grow wealth with minimal effort, securing long-term financial freedom.

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Accessing Quality International Education

We design comprehensive  plans that ensure families can invest in top-tier education for their children. Through strategic long-term planning, we secure the resources needed for international schooling and lifelong learning opportunities.

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Build Protected Passive Wealth

We create strategies that protect your investments from market downturns while guaranteeing upside potential. By diversifying globally and selecting secure, high-return assets, we ensure consistent growth with minimal risk.

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Passing on Generational Wealth

We implement comprehensive wealth structures to facilitate the smooth transfer of assets, avoiding legal complications and tax liabilities, ensuring your wealth reaches future generations intact.

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Protect Wealth with Trusts

Using trusts, we help clients safeguard their wealth for future generations. Trusts provide legal protection from taxes and creditors, ensure privacy, and enable efficient distribution of assets according to your wishes, preserving family wealth.

Our Approach

Proving tailored advice and generating exponential value

Guaranteed Financial Security

A lump sum payout upon death secures your family’s future and stability.

Protected Passive Income

Generate a lifelong, secure income stream to maintain your financial independence.

Multigenerational Family Legacy

Structured plans to ensure smooth wealth transfer and protection for future generations.

Downside-Protected Financial Solutions

Tailored strategies ensure consistent financial growth with downside protection, regardless of market conditions.

Tax-Efficient Legacy Planning

Holistic solutions to minimise inheritance taxes, ensuring your family’s wealth remains intact.

Application Process

What’s the journey like?

Our wealth management process is designed to be straightforward and transparent, ensuring a seamless experience with us.

Phase 1

Consultation

We start by thoroughly discussing your financial and family circumstances, along with your long-term goals, to craft personalised strategies for securing your wealth and legacy.

Phase 2

Advice

We provide a personalised solution designed to align with your financial and personal goals, ensuring wealth creation, preservation, and providing income and protection for your family’s future.

Phase 3

Implementation

We, alongside our trusted global partners, execute the tailored plan, ensuring seamless implementation of the advice to secure your financial future and protect your legacy.

Phase 4

Ongoing Advice

As your circumstances evolve, we’re committed to biannual reviews and offering continuous advice, ensuring your plan adapts to any changes in your situation.

Why choose us to secure generational wealth and protect your family’s future?

We have a proven track record since 2007 in strategies that safeguard wealth, minimise taxes, and ensure seamless wealth transfer across generations.

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Experienced Advisors

Our advisors have extensive experience across multiple jurisdictions, providing expert guidance tailored to complex global financial needs.
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Long-Term Personal Relationships

We foster deep, lasting relationships with clients, offering continuous support and evolving strategies as your circumstances change.
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Proven Track Record

With a history of successfully delivering tailored solutions for over 300 families, we consistently exceeded client expectations.
Experience Transformative Results

Hear from our satisfied clients

"I’ve been a client since 2016, and Chris and his team consistently deliver exceptional service with extensive knowledge in financial planning across multiple jurisdictions. Chris builds strong rapport, communicates clearly, and is highly responsive, ensuring tasks are completed efficiently."

Aaron Carlisle
UK

"Working with James at Marlow Bray has been invaluable. Over time, he became my go-to source for trusted advice, answering my questions with patience and clarity. His insights helped me feel confident and well-informed, guiding me through every step. I couldn’t have made this decision without him."

Lele Paloma
USA

"With Marlow Bray’s guidance, we secured a long-term solution for our family’s future. Their expert advice on Portugal’s Golden Visa has given us security, flexibility, and amazing new opportunities for our children."

Arjun & Hina Gaur
India

"The team helped me find the perfect solution to balance time between India and Europe while staying connected to my children. Their knowledge of the Portugal Golden Visa programme was invaluable."

Sandeep Sharma
UK

"Marlow Bray gave me the freedom to make life-changing decisions without financial risks. Their fast, clear guidance allowed me to secure a passport that transformed my global mobility and helped me become tax free."

Nitin Thankani
Singapore

"Chris was candid and transparent in our discussions, giving us a lot of comfort that we were choosing the right person. By laying out all the pros and cons of every option, we felt informed and confident in the decision we were making."

Suketu Kohli
Singapore

"It was a smooth process with Marlow Bray. The team handled all the documentation proactively and provided timely reminders when our input was needed. We felt fully supported throughout the entire process."

Paul Ho
Singapore

"We immediately trusted Marlow Bray after they came highly recommended by a trusted friend. If you’re considering Portugal, don’t procrastinate—pull the trigger and go for it. Marlow Bray has delivered!"

Andy Bratsanos
Hong Kong

"Marlow Bray and the team have been fantastic. They implemented the advice quickly and efficiently, securing an investment I have complete faith in. Their professionalism and support made the experience seamless"

Ali Reece
UK

"My wife and I along with our two sons wanted EU residency, after five years of discussing it, we finally took the plunge with Marlow Bray. Their expertise helped us fast-track Portuguese residency in six months, and I’m excited to start a business without the usual red tape. We couldn’t be more confident in the outcome."

Cenk Apher
Turkey

"Marlow Bray delivered exceptional results! Thanks to our new Spanish residency, our family’s future is secure, and our eldest son is about to start university in Madrid—an exciting new chapter for us."

Ernesto Sarria
Colombia

"Marlow Bray exceeded my expectations. They consistently checked in and supported me, even after I obtained the Golden Visa. Chris and the team were logical, pragmatic, and trustworthy throughout the process."

Pankaj Gupta
India

"Thanks to Marlow Bray, our transition to the U.S. was seamless. We now enjoy broader educational and business opportunities, securing a brighter future for my family. I couldn't have asked for a better service."

Raymond Owusu
Ghana

"I’ve been a client since 2016, and Chris and his team consistently deliver exceptional service with extensive knowledge in financial planning across multiple jurisdictions. Chris builds strong rapport, communicates clearly, and is highly responsive, ensuring tasks are completed efficiently."

Aaron Carlisle
UK

"Working with James at Marlow Bray has been invaluable. Over time, he became my go-to source for trusted advice, answering my questions with patience and clarity. His insights helped me feel confident and well-informed, guiding me through every step. I couldn’t have made this decision without him."

Lele Paloma
USA

"With Marlow Bray’s guidance, we secured a long-term solution for our family’s future. Their expert advice on Portugal’s Golden Visa has given us security, flexibility, and amazing new opportunities for our children."

Arjun & Hina Gaur
India

"The team helped me find the perfect solution to balance time between India and Europe while staying connected to my children. Their knowledge of the Portugal Golden Visa programme was invaluable."

Sandeep Sharma
UK

"Marlow Bray gave me the freedom to make life-changing decisions without financial risks. Their fast, clear guidance allowed me to secure a passport that transformed my global mobility and helped me become tax free."

Nitin Thankani
Singapore

"Chris was candid and transparent in our discussions, giving us a lot of comfort that we were choosing the right person. By laying out all the pros and cons of every option, we felt informed and confident in the decision we were making."

Suketu Kohli
Singapore

"It was a smooth process with Marlow Bray. The team handled all the documentation proactively and provided timely reminders when our input was needed. We felt fully supported throughout the entire process."

Paul Ho
Singapore

"We immediately trusted Marlow Bray after they came highly recommended by a trusted friend. If you’re considering Portugal, don’t procrastinate—pull the trigger and go for it. Marlow Bray has delivered!"

Andy Bratsanos
Hong Kong

"Marlow Bray and the team have been fantastic. They implemented the advice quickly and efficiently, securing an investment I have complete faith in. Their professionalism and support made the experience seamless"

Ali Reece
UK

"My wife and I along with our two sons wanted EU residency, after five years of discussing it, we finally took the plunge with Marlow Bray. Their expertise helped us fast-track Portuguese residency in six months, and I’m excited to start a business without the usual red tape. We couldn’t be more confident in the outcome."

Cenk Apher
Turkey

"Marlow Bray delivered exceptional results! Thanks to our new Spanish residency, our family’s future is secure, and our eldest son is about to start university in Madrid—an exciting new chapter for us."

Ernesto Sarria
Colombia

"Marlow Bray exceeded my expectations. They consistently checked in and supported me, even after I obtained the Golden Visa. Chris and the team were logical, pragmatic, and trustworthy throughout the process."

Pankaj Gupta
India

"Thanks to Marlow Bray, our transition to the U.S. was seamless. We now enjoy broader educational and business opportunities, securing a brighter future for my family. I couldn't have asked for a better service."

Raymond Owusu
Ghana

Join our clients in growing and securing your wealth

Our tailored solutions meet your unique needs, ensuring a smooth, secure, and successful journey.

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Tailored solutions for global needs
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Proven expertise across jurisdictions
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Guaranteed outcomes, no risk
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Long-term client relationships built on trust
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Efficient, transparent process from start to finish