Private Office
A well-run company has a clear view ahead. Shouldn’t a family have the same?
Our Private Office delivers a fully outsourced family office service to go beyond investment decisions and address the full range of your family’s needs.Made up of professionals with wide-ranging backgrounds from accounting to investment banking and law, we offer a holistic and highly distinctive service.We believe that offering a service in the round relieves the burden on family members dealing with issues as diverse as investment and legacy planning. We help add structure and clarity to family affairs, when often the fact that there are several stakeholders with divergent interests and priorities leads to overwhelming confusion and complexity. We take care of the minutiae at the same time as presenting you with honest, actionable advice to help you deal with the day-to-day and plan with confidence for the long term.
Portfolio management
We take account of our clients’ existing investments, non-financial assets and long-term objectives whilst always remembering that not all inputs are quantifiable. The better we understand you, the better we can deliver your objectives. In doing so, we bring institutional capability and process to a private client environment which we know delivers better results in the long term.
- Investment strategy
- Discretionary
- Advisory
Family Office services
Our Family Office services encompass a family’s entire wealth. We work with holding structures, illiquid investments and privately held businesses, while paying particular attention to overall long-term wealth strategy and family dynamics.
- Consolidated reporting
- Project management
- Portfolio analytics
- Liquidity planning
- Next generation engagement
Illiquid Assets
We work with large, sophisticated and global clients and their investment needs increasingly span far beyond traditional investment markets.- Advising entrepreneurs on strategic options and exit
- Access to private deals
- Private equity
- Debt raising
Wealth Planning
The structuring of your assets, taking into account your immediate and future family needs and goals, underpins everything we do, in tandem with the investment of your assets. We advise clients and associated companies, partnerships and trusts that are resident and/or domiciled in the UK, as well as truly international families. We believe, from experience, that planning how to invest optimally is best done earlier rather than later.
- UK planning
- Inter-jurisdictional planning
- Cross-generational planning