I help families protect their wealth across generations.
My background spans chartered accountancy, family governance, and behavioural strategy — three lenses that shape how I advise, write, and speak.
My background spans chartered accountancy, family governance, and behavioural strategy — three lenses that shape how I advise, write, and speak.
About
Fellow of the Association of Chartered Certified Accountants, Amazon #1 bestselling author, international speaker, and founder of Danti — an advisory firm dedicated to helping families preserve wealth across generations.
His family's wealth was lost in one generation. That experience shaped everything. It drove him to understand why 70% of family wealth disappears by the second generation — and what the families who beat those odds actually do differently.
Nicholas draws on deep expertise in accounting, tax, wealth advisory, and family governance. He advises families across the UK, Netherlands, Switzerland, Georgia, UAE, and Hong Kong — working at the intersection of financial strategy and human behaviour.
The Story Behind the Mission
Nicholas didn't study wealth retention in a classroom. He lived the consequences of its absence. His family's wealth — built over decades — was gone in a single generation. No governance. No preparation. No system.
That loss became the catalyst. It led him to study the patterns behind the Williams Group's finding: 60% of generational wealth failures come from breakdowns in communication, 25% from unprepared heirs. The problem isn't financial. It's human.
"Wealth retention is a human problem, not a financial one."
The Book
Co-authored with Antoaneta Proctor, this book explores why so many families fail to establish a lasting legacy and what it takes to preserve wealth across generations.
It examines the human causes behind wealth failure and sets out the practical disciplines families need if they want financial capital, values, and purpose to endure beyond one generation.
The Framework
Most families focus exclusively on financial capital. But the research is clear — the families that sustain wealth across generations protect four capitals: Financial, Human, Intellectual, and Social.
60% of generational wealth failures trace back to communication breakdowns. Open, structured dialogue within families isn't optional — it's the single most important factor in lasting prosperity.
25% of failures come from unprepared heirs. The next generation needs more than an inheritance — they need the knowledge, values, and capability to steward what they receive.
Purpose-driven giving creates shared identity and teaches stewardship. Families that give together develop the governance muscles and shared values needed to sustain wealth.
Fragmented advice is dangerous. Families need advisors who work together, understand the whole picture, and serve the family's long-term interests — not just their own speciality.
Speaking
Nicholas speaks internationally on wealth retention, family governance, and the human side of generational planning — bringing research, lived experience, and practical frameworks to every stage.
Nasscom Technology Confluence
Keynote on how technology families can avoid the pitfalls that destroy wealth within a single generation.
Prestel & Partner
Workshop on the behavioural and communication failures that underpin the 70% generational wealth loss statistic.
Jersey Finance
Presenting the evidence-based framework for advisors working with high-net-worth families across generations.
Startup Xchange
How founders who've had a successful exit can structure wealth to last — beyond their own lifetime.
Family Office Events
Why the biggest risk to family wealth isn't the market — it's the next generation arriving unprepared.
International
Speaking across six countries to families, advisors, and family offices navigating the wealth retention challenge.
Trusted By
"Nicholas has a rare ability to bridge the financial and the human. His framework is practical, evidence-based, and genuinely transformative for families."
CEO, BankToTheFuture
"Working with Nicholas brought clarity to our family governance that years of legal and financial advisors hadn't achieved. He sees the whole picture."
IOME Family Office
"Nicholas combines deep professional expertise with genuine empathy. His understanding of family dynamics and wealth preservation is outstanding."
Solicitor
"An exceptional combination of financial acumen and human insight. Nicholas helped us see the gaps in our succession planning we didn't know existed."
Assay Heritage
Work
Nicholas's advisory firm, working directly with families and family offices on wealth retention strategy, succession planning, and the Four Fundamentals framework. Helping families protect what matters most — across generations.
danti.io →Chartered Certified Accountants based in London since 1974. Tax advisory, wealth advisory, and property consultancy — the operational foundation that underpins Nicholas's broader advisory work.
charlesgroup.co.uk →Get In Touch
Whether you're a family navigating succession, an advisor seeking collaboration, or an event organiser looking for a speaker — I'd welcome the conversation.
[email protected]