What Hartnell Group Does

Supporting Families Across the Full Spectrum of Wealth

As wealth evolves, important decisions often affect more than one of a family's affairs.

Important financial decisions often influence multiple assets of a family's affairs and require careful coordination.

Hartnell Group works alongside clients across these areas, providing guidance that reflects the wider context surrounding each decision.

Investment Advisory

Evaluating Opportunities with Perspective

Private investors encounter a constant flow of opportunities.

Investors encounter opportunities through established relationships and the ongoing evolution of markets.

Hartnell Group assists clients in assessing opportunities and understanding how they may influence the broader investment picture.

Ongoing Portfolio Oversight

Successful investing requires ongoing attention.

Portfolios require periodic review to ensure they continue to reflect a client's objectives and evolving circumstances.

Two advisers reviewing market charts on a trading floor

Real Estate

A Tangible Component of Wealth

Property remains a significant component of many private portfolios.

Its appeal is not defined solely by financial returns and reflects the enduring role that property can play within a family's wealth.

Acquisition Support

Real estate transactions frequently involve substantial commitments of capital.

Hartnell Group assists clients throughout the evaluation process, helping them assess opportunities and understand the considerations that may influence future outcomes.

Venture Capital

Access to Private Markets

Many innovative businesses spend years developing within private markets before reaching public exchanges.

For investors, venture capital provides an opportunity to participate in that growth during earlier stages of a company's development.

Opportunity Assessment

Successful venture investing often requires patience and selectivity.

Hartnell Group assists clients in evaluating opportunities, helping them develop a deeper understanding of the business and the investment case supporting it.

Lifestyle Assets

A Distinctive Asset Class

Certain luxury assets occupy a distinctive position within private wealth and often require specialist knowledge not typically encountered within traditional financial markets.

Ownership involves considerations that differ from those associated with traditional investments, making informed guidance particularly valuable over time.

Ownership Guidance

The acquisition of a valuable asset represents the beginning of a much longer journey.

Ownership outcomes can be influenced by factors that remain relevant after acquisition.

Hartnell Group supports clients seeking informed guidance within these specialised markets.

A person counting euro banknotes at a laptop

Strategic Coordination

Connecting the Moving Parts

Important financial decisions often influence multiple areas of a family's affairs.

A property acquisition may affect liquidity considerations. The sale of a business can create new investment opportunities. Significant assets may require additional planning as ownership needs develop over time.

Maintaining a broader perspective helps ensure that decisions are considered within their wider context.

Two people connecting pins with string on a board

A Relationship Built Around Involvement

Available When It Matters

The value of a family office often becomes most apparent after an investment has been made or a transaction has been completed.

Hartnell Group remains actively engaged with clients, providing guidance as priorities develop and new opportunities emerge.