MAXIMUM

FINANCIAL

POTENTIAL.

Effective Solutions.....

Created Just for You

HENNESSY

Private Wealth Solutions

We have one goal...... To simplify your financial affairs, now and for the future. Wealth should create opportunities and should never be a burden.

INTRODUCTORY CONSULTATION

Establish objectives and overview of your financial situation. Decide if and where we can assist and add value

STRATEGIC PLANNING SESSION

Meeting with the necessary intermediaries and professionals to decide on a strategy and implement plans

MONITORING AND REPORTING

Continual Monitoring, Reporting and Analysis with transparent communication with all service providers

SERVICES

Services

BANKS AND INVESTMENT MANAGERS

The central pillar of your Financial life. It pays to get this right from the beginning by anticipating future needs.

TRUSTS, STRUCTURES AND ESTATE PLANNING

Protecting your assets and making plans to pass it on to the next generation is crucial to your peace of mind.

ALTERNATIVE INVESTMENTS

As passive investing has become so widespread many are looking to non-public markets in VC, Real Estate and PE to diversify and expand their portfolio

MORTGAGES, CREDIT, EQUITY RELEASE

Asset rich and cash poor. Sound familiar? Many of our clients experience financing difficulties because of liquidity constraints

CONTACT

Anchor 1

Private Wealth Solutions

HENNESSY

MAXIMUM

FINANCIAL

POTENTIAL.

HENNESSY

Private Wealth Solutions

INTRODUCTORY CONSULTATION

Establish objectives and overview of your financial situation. Decide if and where we can assist and add value

STRATEGIC PLANNING SESSION

Meeting with the necessary intermediaries and professionals to decide on a strategy and implement plans

MONITORING AND REPORTING

Continual Monitoring, Reporting and Analysis with transparent communication with all service providers

SERVICES

BANKS AND INVESTMENT MANAGERS

The central pillar of your Financial life. It pays to get this right from the beginning by anticipating future needs.

TRUSTS, STRUCTURES AND ESTATE PLANNING

Protecting your assets and making plans to pass it on to the next generation is crucial to your peace of mind.

ALTERNATIVE INVESTMENTS

As passive investing has become so widespread many are looking to non-public markets in VC, Real Estate and PE to diversify and expand their portfolio

MORTGAGES, CREDIT, EQUITY RELEASE

Asset rich and cash poor. Sound familiar? Many of our clients experience financing difficulties because of liquidity constraints

CONTACT

Hours of operation

Hennessy

contact us

Private Wealth Solutions

HENNESSY

MAXIMUM

FINANCIAL

POTENTIAL.

HENNESSY

Private Wealth Solutions

INTRODUCTORY CONSULTATION

Establish objectives and overview of your financial situation. Decide if and where we can assist and add value

STRATEGIC PLANNING SESSION

Meeting with the necessary intermediaries and professionals to decide on a strategy and implement plans

MONITORING AND REPORTING

Continual Monitoring, Reporting and Analysis with transparent communication with all service providers

SERVICES

BANKS AND INVESTMENT MANAGERS

The central pillar of your Financial life. It pays to get this right from the beginning by anticipating future needs.

TRUSTS, STRUCTURES AND ESTATE PLANNING

Protecting your assets and making plans to pass it on to the next generation is crucial to your peace of mind.

ALTERNATIVE INVESTMENTS

As passive investing has become so widespread many are looking to non-public markets in VC, Real Estate and PE to diversify and expand their portfolio

MORTGAGES, CREDIT, EQUITY RELEASE

​Asset rich and cash poor. Sound familiar? Many of our clients experience financing difficulties because of liquidity constraints

CONTACT

Hours of operation

Hennessy

contact us

Asset rich and cash poor. Sound familiar? Many of our clients experience financing difficulties because of liquidity constraints