About

About Us

Welcome to Bacara Wealth

We are a boutique family wealth office, offering innovative and tax-efficient investment solutions to clients seeking enhanced returns and bespoke wealth protection opportunities.

Our years of combined experience mean that we can assist clients to enhance their financial position by introducing them to a wide range of investment products that typically provide a higher rate of return and which are structured in a tax efficient manner. Our investment opportunities cover a wide range of asset classes and are fully researched and assessed to ensure their suitability according to the personal circumstances and appetite for risk of each client. Where required, we can also provide a full IFA, estate planning and wealth protection service through our carefully chosen partners.

Bacara Wealth Management

Services

Wealth Management Services

Bacara Wealth is a multi family office based in London and Yorkshire.  We offer a bespoke approach to wealth enhancement and protection for High Net Worth individuals, families and sophisticated investors.

  • Specialist Products
  • Wills and Trusts
  • Property Funds
  • Bacara Wealth Trading Funds
    Trading Funds
  • Wealth Management
  • Independent Financial Planning

Our Team

How We Help

Our team of experienced experts are dedicated to helping clients find both the right investment opportunities and the most appropriate wealth protection structures to meet their specific, personal  objectives. Our experts pride themselves on forming a deep understanding of clients’ personal and financial objectives, which then enables them to identify the most appropriate, thoroughly researched, bespoke opportunities.