We believe that advising a family on its financial affairs is a privilege that comes with significant responsibility.

Our aim is to foster close, productive, enduring relationships by providing you and your family with unparalleled levels of service and attention, supplemented by the highest standard of technical ability.

We understand that you want to deal with peers and develop a relationship based on trust and partnership, not manage more employees. That’s why our family office service is heavily partner led. Each partner has many years’ experience in dealing with the challenges that successful individuals and companies frequently face.

The bespoke advice and guidance we provide is based on a comprehensive analysis of your overall financial situation, including that of your family and businesses. We will work with you and your existing team to define your priorities, needs and aspirations and then identify exactly how they will be achieved.

If there is a particular need for additional specialist advice, we can use our strong relationships in the sector to recommend some of the UK’s leading practitioners in related fields such as law, corporate finance and investment advisory/management.

Wherever you are based and whatever sector you operate in, we have the local, national and international capabilities to help you.