Family Investment
Significant family wealth creates opportunity. It also brings responsibility.
How do you pass wealth on wisely? Protect family harmony? And prepare the next generation for the responsibilities that come with inheriting it?
Goodbody Family Advisory brings together investment, succession, governance, risk and banking expertise to protect what you’ve built, prepare those who will inherit it, and help your family’s wealth carry the responsibility it comes with, for generations to come.
Managing family wealth
Expertise that revolves around you.
Family wealth has many jobs to do, providing income today, creating opportunities tomorrow, securing future generations and preserving capital for the long term.
That takes more than investment management.
Goodbody Family Advisory brings together specialists from across our business, giving your family access to the right expertise, at the right time, to achieve your wider objectives:
Family Wealth Stewardship
Long-term goals, family mission, governance, succession and next-generation preparation.
Strategic Investing
Asset allocation, liquidity, portfolio construction, risk analysis and access to investment opportunities.
Strategic Risk Management
Succession, estate planning, tax considerations, property, insurance, ESG and philanthropy.
Privileged Trading & Banking
Access to experienced traders, lending, corporate advisory and banking expertise where appropriate.
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Frequently Asked Questions
Key points to consider
Goodbody Family Advisory brings together Family Wealth Stewardship, Strategic Investing, Strategic Risk Management and Privilged Trading & Banking. Depending on your circumstances, this can include investments, liquidity planning, succession, governance, risk, philanthropy, banking and coordination with specialist advisers.
Investment management focuses primarily on your portfolio. Family Advisory looks at the wider picture – succession, governance, liquidity, estate and tax considerations, family dynamics, philanthropy and preparing the next generation.
In our experience, investment typically accounts for only a third of the concerns families bring to us. For many, the other decisions are every bit as important as investment performance.
It is designed for high-net-worth families, business owners and wealth creators managing significant or multigenerational assets.
There is no single right age. It depends on the individuals involved, family dynamics, the structure of the wealth and the responsibilities they may eventually assume.
We can help you introduce those conversations gradually and build the knowledge and confidence future beneficiaries may need.
Clear communication, agreed governance and structured decision-making can help identify areas of tension before they become disputes.
We can help families establish shared goals, family agreements, governance frameworks and clearer succession arrangements.
Yes. Family wealth often involves lawyers, accountants and other specialists. Goodbody can work alongside them and help coordinate the different strands through a single relationship.
Yes. Cross-border assets, family members and beneficiaries can add additional complexity around investment, tax, estate planning and control. Goodbody combines an understanding of Irish families with expertise relevant to internationally connected wealth.
No. It is about making family wealth work today as well as preparing for tomorrow. From investment and liquidity to governance, succession, philanthropy, family decision-making and preparing future generations.
The answers to these frequently asked questions do not constitute investment advice.
Warning: The provision of aspects of this service does not require licensing, registration or authorisation by the Central Bank of Ireland, and as a result is not covered by Central Bank of Ireland rules designed to protect consumers or by a statutory compensation scheme.
Our Team
David McCann
Orla Tobin
Andrew Jones
Laura Devoy
Contact us
Create your vision for your family’s wealth .
Expert advice shaped around your family’s values, priorities and ambitions – today and for generations to come.
More expertise
Here are a few other ways we can help, depending on your circumstances.