Holly Isdale is chief consultant at the family offices services offering at Withers Consulting Group. Her background is as a tax lawyer: she’s spent two decades using her expertise to advise on a host of matters from asset allocation to philanthropy and family office management. Her practice has been described as having a ‘real understanding of family business dynamics’ and has also been praised for its ‘technical skill, competence and thought leadership’. She prides herself on the provision of conflict-free advice without ‘the limitations of specific investment platforms or pressure of product’. Isdale began her career in private banking, and has also worked in New York at J.P. Morgan’s private bank as chief tax strategist.
Family Office Services