Family Wealth Management, Reimagined
Family wealth management might sound transactional, but at Metis Ireland, it is far more personal. For us, managing wealth is about helping you and your family live the life you have worked hard to build, not just someday, but today.
It is about clarity, confidence, and feeling in control of your financial future. Whether your wealth has been built through a successful business, inherited through generations, or accumulated over time, we work with you to turn that success into long-term peace of mind.
At the centre of our approach is the Metis LifePlan, a personalised financial roadmap designed to align your family’s wealth with what matters most to you. We help you navigate complexity, make confident decisions, and support your goals now and for the next generation.
A Strategic, Life-Centred Approach
Our family wealth management planning service is built around more than numbers, it is built around people. We combine expert financial planning, investment strategy, and tax-aware structuring to help high-net-worth families preserve, protect, and grow their wealth with purpose.
We focus on:
- Understanding your family’s goals, values, and priorities
- Designing a tailored Metis LifePlan
that adapts over time - Implementing investment strategies with long-term focus
- Managing complexity, risk, and intergenerational wealth
- Supporting legacy, succession, and philanthropic planning
What We Offer
At Metis Ireland, our Family Wealth Management service is designed to give you clarity, confidence and control over your financial future. We offer:
- Personalised financial planning tailored to multi-generational wealth
- Long-term investment management grounded in evidence and experience
- Estate planning in partnership with legal and tax experts
- Multi-generational education and succession support
- Legacy planning aligned with your family’s goals
- Regular progress reviews and adaptive strategies
This is not a one-size-fits-all model. It is a partnership built on trust, independence, and a shared commitment to helping you live well….Today and for the future.
