Entrepreneurs & Private Clients

Helping private businesses and individuals keep the benefits of their hard work

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Entrepreneurs & Private Clients


Many clients of Friend Partnership are private businesses and private individuals. We recognise that success brings with it additional challenges and pressures.



Our Tax Partner, David Gillies has been advising on succession, wealth preservation and Trusts and estate planning matters for over 30 years and regularly provides advice to family and owner managed businesses, as well as to successful individuals.

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Friend Family Wealth Forum


We have created the Friend Family Wealth Forum to provide advice to individuals on how to structure, protect family
businesses and family wealth and ensure smooth succession and estate planning.


View our Friend Family Wealth Forum Brochure


View our Vlog about the Forum and how it can help Family Businesses

Make A Private Client Enquiry