Get in touch
We welcome enquiries from principals, family office directors, and professional intermediaries seeking objective advisory.
Phone
+44 7946 555 102
Mon–Fri, 09:00–18:00 GMT
Office
12 Queen Square
Bristol, BS1 4NT, UK
What to expect
Every engagement at Aldocrest begins with a preliminary, no-obligation conversation. This is designed to establish whether there is a cultural and strategic fit between our practice and your needs. We value time and clarity; if we believe your requirements are better served by a different specialist, we will state so immediately and provide a recommendation where possible.
Following our initial discussion, we typically provide a formal proposal outlining the scope of work, the anticipated timelines, and a fixed-fee structure. We do not work on hourly rates for long-term projects, as we believe this misaligns the incentives between advisor and client. Our goal is to provide peace of mind through predictable, expert guidance. You can read more about our background on the about page.
Common enquiries
Liquidity Events
We often assist founders in the 12-18 months prior to a business sale, helping to structure the resulting wealth before it is realized.
Inter-generational Conflict
We are frequently called in when communication between generations has stalled, acting as a neutral party to facilitate new governance rules.
Second Opinions
We provide 'cold eye' reviews of existing trust and investment structures created by other firms, looking for overlooked risks or inefficiencies.