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

Our Private Office delivers a fully outsourced family office service. From investment management to legacy planning, our team takes care of day-to-day matters and long-term strategy, giving you and your family clarity and reassurance. 

Office buildings showing history and modernity demonstrating family office services through the generations

Portfolio Management

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. 

Family Office services

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.   

Advising business owners and entrepreneurs

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.  

Wealth planning

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. 

Why Private office services?

Multi-disciplinary team

Our backgrounds include wealth management, M&A, law and accountancy.  

Advice across different stages of wealth creation

Expert assistance at all stages of your life, through to future generations.


An advice, not product driven approach, with transparent charging structures and accountability.

Our take on the world

Find out what our experts think about the news and trends affecting global markets and keep up-to-date on everything going on at LGT Wealth Management.

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