Our work divides into two kinds: protecting a family's wealth, and managing its assets. The services below can be taken separately, and most families use several together. What holds them together is the office itself, one team that sees the whole picture.
Protecting wealth
Most of what erodes family wealth is not markets. It is unmaintained structures, unplanned successions, disputes and drift. This side of the office exists to prevent all four.
The operating hub for a family's affairs. Consolidated reporting across the whole balance sheet, cash flow and treasury, coordination of external advisers, document custody and day-to-day administration, run by a named team that knows the family.
Learn moreTrusts, holding entities, partnerships and estate plans, designed with external counsel and maintained so they stay coherent with the family's intentions and the law, in the UK and across borders.
Learn moreHow a family decides: constitutions, councils, decision rights and meeting rhythms. Succession mapped years ahead, and the next generation prepared to own responsibly rather than merely inherit.
Learn morePurpose defined, vehicle chosen, grants governed and outcomes measured. Giving run with the same rigour as investment, and often the first place the next generation takes real responsibility.
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Managing assets
Every family we advise has its own investment policy, agreed in writing and reviewed annually. The office implements it through independent managers and custodians, and reports on all of it in one place.
Discretionary and advisory mandates across public and private markets. Asset allocation, manager selection and risk oversight, with custody held independently in each family's own name and reporting written in plain language.
Learn moreAccess to private markets funds and direct co-investments alongside other client families. Each opportunity is reviewed by the office and offered family by family. Participation is always a choice.
Learn moreHow we engage
A relationship starts with a defined scope and a named team, and both are reviewed with the family every year. The terms are deliberately simple.
