# Progeny - Wealth Advisory Services

Progeny is an Edinburgh-based professional services firm specialising in integrated wealth advisory for high-net-worth individuals and families with complex financial situations. They distinguish themselves as the first global firm to seamlessly combine financial planning, tax advice, legal services and asset management under one roof, eliminating the traditional industry silos that typically fragment client advice.

The firm serves affluent clients across multiple jurisdictions—Belgium, Hong Kong, Singapore, UAE and the UK—who require coordinated guidance across multiple disciplines. This includes expat wealth management, family office services, inheritance and estate planning, and multi-generational wealth succession strategies.

What sets Progeny apart is their chartered, award-winning approach to integrated thinking. Rather than referring clients between separate specialists, their in-house experts collaborate directly, ensuring tax implications are considered during financial planning, legal structures align with investment strategy, and all decisions support overall wealth objectives. They've earned recognition as Chartered Financial Planning Firm of the Year 2025, reflecting their commitment to professional standards, ethical culture and client-first principles.

Their service breadth is substantial—from will writing and probate to capital gains tax planning, alternative investments, commercial real estate conveyancing, and women's wealth specialisation. This comprehensive offering allows clients to consolidate advisory relationships while benefiting from genuine cross-disciplinary expertise rather than siloed recommendations.