The Family Office What is a Family Office? A family office is essentially a wealth management advisory organisation which provides services to UHNW (Ultra-High Net Worth) individuals or families. This differs from a “normal” wealth management firm in that its sole purpose is to provide a complete solution to managing the financial requirements of a…
Private Portfolio Manager A family office is, as you are no doubt aware, essentially a private consultancy firm that provides wealth management and associated services to an individual and their family. Often there will be a small team of people involved (although of course this varies – some family offices might be larger, and others…
Benefits of a Family Office A family office is a private organisation that provides financial and other services to the principal family. It helps them not only to grow and manage their wealth, but to coordinate the often complex endeavours with which the family is involved. Each family office is unique to the family for…
Who should lead your Family Office? A newly founded family office will need to seek a leader, as will an established office which has recently lost their senior executive. But where should this individual come from? Of what should their background and skill set consist? It’s an important consideration and could have a major influence…
