Founder and CEO, The Charles Group
Nicholas Charles FCCA is a generational wealth expert, author, property investor and tax advisor.
Author of the Amazon number 1 best-selling book The Four Fundamentals of Family Prosperity. His follow up book called Generational Wealth was released in October 2022 and managed to get the number 1 spot on Amazon.
Nicholas specialises in family prosperity advice, tax planning and asset protection. For over 20 years he has managed to build up a network of the world’s leading professional experts in niche fields including business coaches, lawyers, fiduciaries, technology experts, tax advisors, private banks and wealth managers.
Growing up as second generational wealth with a family that also suffered from generational financial failure, Nicholas became inspired to help families across the world to retain and grow their wealth for multiple generations. Realising the limitations of time and reach as a consultant, Nicholas sought to create a solution using technology that could expand his reach to families across the planet.
A global problem required a global solution. At the beginning of 2023 Nicholas began building a team of technology experts. With his design and their technological expertise, they built a secure operating system for Ultra High Net worth individuals and family offices to help them to digitise generational wealth. This exciting and revolutionary idea grew to become DANTI – the secure operating system that will revolutionise and digitise generational wealth.
Email: [email protected]
Website: www.danti.io
Phone: (+44) 20 7263 3295
DDI: (+44) 20 7619 3405
Mobile: (+44) 7957 32 63 59
"I met Nicholas Charles at the end of 2012 and immediately realised that his values and the values of the Charles Group were aligned to ours. Nicholas appreciates the value of offering Heritage planning as a service to his high net worth families and that it is essential to ensure the continuation of the wealth and legacy over multiple generations. He has experienced firsthand the damaging effect money can have on the well-being and unity of a family and wants to ensure that this does not happen to his clients. The Charles Group were an obvious choice to become ambassadors for Assay Heritage and we look forward to working closely together over many years.”
I have known Nicholas now for many years, and send all my clients to him for tax expertise and advice – brilliant”
"I have worked with Nicholas for 2 years on some very exciting projects and his ability to listen, provide objective advice and support my goals and ambitions has been a tremendous asset to me and my businesses. Nicholas cares deeply about those he works with and seeks to ensure great outcomes for all.”
Nicholas has been an active supporter of our charity and the Charles Group have sponsored our last three Summer parties. He understands family businesses like ours but more importantly the need to give back to the local community and the life changing differences that can be brought about by charities. He appreciates that having a purpose greater than the individual needs of members can bring a family closer together as well as inspire the next generation. We admire Nicholas’ authentic approach towards Family Prosperity.
"After working with Nicholas Charles for a year, we brought him on to join our board advisory team for BankToTheFuture.com because of his unique combination of financial tax advice, commercial understanding and ability to introduce the right connections at the right time. Nicholas has provided tax advice to our investors, facilitated introductions to investors as well as help us to implement controls and procedures to get the right balance of compliance, responsible procedures and good business practices. If you want somebody that understands the commercials of business and deal making combined with the technical skills of finance, tax and increasing shareholder value, Nicholas Charles is your man.”
