We work with international families with networth between £5m – £100m who require structure, clarity and long-term stewardship of their wealth. We help families and entrepreneurs from across the world with a net worth between £5m - £250m.
We establish and coordinate bespoke Family Office structures designed to serve multiple generations. Our role is to provide governance, oversight and strategic direction, ensuring your family’swealth is organised, protected and aligned with its long-term values.
The complexity of managing family wealth can obscure what truly matters: unity, clarity and long-term purpose. Immediate financial decisions are obvious, while the bigger picture of your family’sshared vision becomes blurred. Differences in perspective between generationsor advisors can add further strain.
We help families create structure, alignmentand direction. By establishing a formal roadmap and framework, we ensure yourfamily remains united in purpose and never loses sight of where it is heading.
It can be challenging for a family to articulate its long-term goals. Different generations can have different intentions and aspirations. This is especially true during periods of transition such as a liquidity event, inheritance or structural change.
We work to bring those disparate aims together under a unified vision. The Family Office model provides this cohesion when itcomes to any number of critical issues, including business exit planning andvalue acceleration considerations.
True alignment occurs when a family’s financial architecture reflects its deeper aspirations, values and long-term vision.
As part of our bespoke process, we begin by exploring both sides of the equation: your tangible assets and your intangible ambitions. By placing aspirations alongside assets from the outset, we design a Family Office structure that integrates personal, familial and financial objectives within one coherent framework.
Where desired, we may introduce a specialist mindset coach to support you and your family in exploring and articulating your aspirations.
These are all critical and sensitive considerations. That is why we always preserve strict confidentiality on all levels. We are used to working with families and individuals for whom privacy is paramount.
We will always be on the lookout for ways that you can further protect your interests and information.
Families are close-knit groups. Sadly, thisalso increases the possibility of “group think” and an insular approach to high-stakes decision making. By offering our independent insight, we make surethat you are speaking to the right experts at the right time.
When you solicit the best possible advice you will significantly mitigate the risk of serious error. Similarly, regular exposure to new ideas—and lending an ear to those in your family who might speak up less often—will ensure that you remain flexible and open to innovation and opportunity.
Managing the financial legacy of an entire family is onerous. Keeping on top of and coordinating all the different investment managers, tax information and estate planning should not fall to oneindividual or generation.
By implementing a Family Office model and outsourcing to specialist advisers, we relieve your family of this burden, allowing you to regain some of your flexibility and focus on your business, personal ambitions and relationships.
A keen yachtsman and existing investment client, asked us to help with a significant personal and commercial project.
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