We advise more than twenty families and foundations, most of them with us for many years and several across two generations already. New relationships are few by design: we take on a family only when we are confident the office can serve it properly.
The families
A business sold or about to be, capital suddenly liquid, and a structure to build almost from scratch. The work starts before the transaction where possible, and the first year sets habits that last decades.
Wealth already two or three generations old, with trusts, advisers and history in place. What is usually missing is coordination and a current record; we bring both without disturbing what works.
Members in several countries, assets in more. We coordinate advice across jurisdictions, and plan properly before anyone moves to or from the UK rather than after.
Endowments that need an investment policy, grant governance and clear reporting to trustees. Several of the foundations we serve were created by our client families; others came to us on their own.
Families who run their own office sometimes borrow ours for specific functions: consolidated reporting, investment research, compliance support or cover for a small team. We work alongside, on defined scope.
Practicalities
The numbers below are guides rather than rules. When a family sits outside them, we say so early and suggest better-suited alternatives.
The real agenda
Portfolios are rarely the first subject. These are, in roughly the order they surface once trust is established.
