Navigating wealth and succession for generations
You've spent years
building your business
But today your
focus is changing.
It’s also about navigating the maze of succession, about the many decisions and details of prudent investing to pass your accomplishments on to the next generation.
Weaving those elements into a clear, robust solution is what we do best at Forthbridge Advisory Team.
20+ years of sound advice
For over 20 years, our team of specialists has delivered peace of mind to business owners, their families and their beneficiaries, making us a trusted resource.
We work with a small number of clients who look for personal, trust-based relationships and the highest standards of guidance and support.
Our experience has led to a deep understanding of the issues that business owners face as they move into retirement.
"We can do more for our clients with
three smart people in a room than a big-firm
committee with hundreds of researchers."
– Chris Carter
Forthbridge Advisory Team
Majendie Investor Resource
With over 40 years of market experience, Nick Majendie provides dynamic investment management suited to today’s investment environment. His disciplined investment approach has served our clients well over numerous and varied market cycles.Visit Site