Family Office Services

Investment Management and Strategy Liaison

Our family office services group has a strong referral network established over the course of decades of work advising families, their offices, other advisers and trustees. Our experts are well placed to assist with the selection of investment consultants and managers, and to liaise with them as necessary in relation to ongoing strategy, monitoring and review.

This includes:

  • preparing for and attending trustee meetings, advising on the appropriate format for reporting, and co-ordinating investment strategy and management meetings with third parties;
  • handling all compliance and KYC requirements for the establishment and management of financial portfolios; and
  • keeping centralised records of the performance of the financial portfolios and ensuring that accounting and compliance requirements are fulfilled.

We are wholly independent of all third party advisers and have no financial or fee sharing arrangements.

“A well-run firm which is easy to deal with, very focused and professional.”
Chambers HNW 2020