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.
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
Portfolios for US Nexus clients
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
Advising business owners and entrepreneurs
As entrepreneurs ourselves, we understand the support business owners require and are ideally placed to provide our expertise to our clients throughout their own entrepreneurial journey. We endeavour to impress the importance of personal planning and family considerations from the outset of business development to ensure exit is strategically optimised for the individual as well as their business.
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
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
