We guide individuals, families and businesses on succession, wealth transfer and inheritance.

Vest Advisory is a boutique succession consultancy, established to help you – and the ones you care about – avoid the pain and devastation of leaving these critical matters until it’s too late.

Our expert team – Michael Naphtali, David Naphtali and Andy Gowers – first connected through their mutual interest and expertise in succession and inheritance planning. Together, they established Vest Advisory in 2023.

We work with your other chosen experts – accountants, lawyers, wealth managers, bankers – to ensure your succession and inheritance decisions make sense for your unique situation. Solutions that are both agreed and seamless, for you, and the people and causes that are important to you.