Private Office Services Your family’s wealth, in one place

Your dedicated team will spend time getting to know you and understanding your goals in order to construct a bespoke portfolio. We have many years’ experience in dealing with individuals and families with complex structures and the unique requirements that they have. 

Our service encompasses a family’s entire wealth. We work with holding structures, illiquid investments and privately held businesses, offering project management, portfolio analytics, liquidity planning and next generation engagement.   
 

As entrepreneurs ourselves, we understand the support business owners require throughout their journey. We impress the importance of personal planning and family considerations from the outset to ensure exit is optimised for the individual.  

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 creating a plan for your assets is best done earlier rather than later.