Counsel for every asset a family holds.

Each specialism has its own experts, and one relationship lead coordinates them all.

One Office, One Ledger

A business sale can affect a family's portfolio and its tax position in the same week. Kaiden Partners records every holding in a single ledger, so each specialist works from the same figures.

Investment Management

Access to managers, judged on evidence

Kaiden Partners invests through external specialists chosen for each mandate, and we negotiate fees on the family's behalf where scale allows. Each portfolio starts from written objectives covering return targets and the cash the family will need in the years ahead.

  • Long-term asset allocation across public and private markets
  • Operational and investment due diligence on every manager before capital moves
  • Access to private equity and private credit funds, including co-investments
  • Ongoing monitoring against agreed benchmarks
  • Consolidated quarterly reporting, with returns shown after fees

Wealth Planning

Planning for the events that test a family's finances

We prepare families for the transactions and transitions that move capital from one owner to the next. When a business is for sale, Kaiden Partners joins the corporate advisers from the first approach, so the proceeds have a destination before the deal closes.

  • Pre-sale planning, including how and where the proceeds will be invested
  • Succession planning coordinated with the family's solicitors and timed against inheritance tax rules
  • Arrangements for lifetime gifts and trusts
  • Family constitutions setting out how decisions are taken and who takes them
  • Financial education for heirs, from their first bank account to their first board seat

Philanthropy & Impact

Giving with purpose and proof

Kaiden Partners brings the same rigour to a family's giving as it does to the family's investments. We start by mapping existing donations, then help the family decide which causes deserve more of its time and capital.

  • A comparison of running a private charitable foundation with using a donor-advised fund, setting out the control and administration each involves
  • Set-up coordinated with the family's lawyers, including Charity Commission registration where required
  • Due diligence on prospective grant recipients
  • Measurable outcomes agreed with each recipient and reported every year
  • Impact investments aimed at a measurable social or environmental result, reported alongside the family's conventional holdings

Charities Kaiden Partners supports

Our own giving extends to the following organisations.

The Charity Service Art Fund MFT Charity Forever Manchester

Art Management

Collections cared for over their whole lifespan

We look after a collection from the day a work is acquired to the day it passes to an heir or an institution. For works of national importance, Kaiden Partners advises on the UK schemes that can settle or defer inheritance tax on pre-eminent objects.

  • A full inventory, with provenance and condition records for each piece
  • Independent valuations that keep insurance cover in line with market value
  • Storage and conservation arranged through specialist providers
  • Price research and title checks before any purchase or consignment
  • Museum and exhibition loans agreed with full insurance and transport terms
  • Advice on Acceptance in Lieu and conditional exemption

Sport Investment

A thesis before a transaction

Kaiden Partners helps families decide which part of the sports economy fits their objectives, then carries out each deal with full due diligence. Stakes above 25% in English football need approval under the Independent Football Regulator's ownership test, and we prepare families for that process from the outset.

  • Majority and minority stakes in professional clubs
  • Teams and leagues in the women's game
  • Regeneration led by stadium projects, and property linked to matchdays
  • Sports technology, from performance data to fan engagement
  • Financial and source-of-wealth due diligence on every transaction
  • Exit planning and independent valuation

Administrative Support

The back office of a private life

Kaiden Partners takes the paperwork of private life off the family's desk. A dedicated administrator handles day-to-day matters, so every request goes to someone who already knows the household.

  • Bill payment and cash management
  • Payroll for household staff
  • Oversight of every home and its maintenance contractors
  • Insurance renewals tracked across all properties and policies
  • Tax-year records prepared for the family's accountants ahead of each deadline
  • A secure client portal with a document vault, and data security protocols for family members and staff

A Note on Scope

Kaiden Partners does not provide legal or tax advice, and does not prepare tax returns. Where a matter calls for it, we work with the family's solicitors and accountants or introduce independent specialists. The value of investments can fall as well as rise, and clients may get back less than they invested.

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