Family Office Services

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J. A. MICHAEL HUTCHINSON

THE HUTCHINSON CONSULTANCY

‘Probably because I am known for having been involved in assisting and helping families and family offices since the 1970s’, Hutchinson tells Spear’s, pointing to the reason for his longevity in the field — he’s run the Hutchison Consultancy for… Read More

JIM AVELINE

BURGES SALMON

If you’ve just come back from surfing in Cornwall or even Hawaii, Jim Aveline will be happy to talk to you about it — he’s been on the waves for a long time. And when he’s not doing that, he… Read More

RODDY BALFOUR

VIRTUS TRUST

‘Knowing we have helped a family to sleep at night is a great feeling,’ says Roderick Balfour, co-founder of Virtus Trust, when asked by Spear’s what he enjoys most about his work. He adds ‘seeing and hearing satisfaction from all… Read More

ROELOF BOTHA & ANDREW NOLAN

STONEHAGE FLEMING

Roelof is Head of the UK Family Office Division, which provides advice and operational support to high net worth individuals, while Nolan is a Partner in our Family Office Division in London, and mostly deals with non-doms, who were ‘initially… Read More

HARRY DAWE-LANE

AON PRIVATE CLIENTS

When someone thinks about art, they think about ‘The Mona Lisa’ or one of Damien Hirst’s floating sharks. But in the insurance industry the term ‘art’ is quite different. “The term ‘art’ is used to cover a huge cross section… Read More

CHRIS EDWARD

LOMBARD INTERNATIONAL ASSURANCE SA

Edward speaks to Spear’s before boarding a plane in Zurich. ‘It has been a challenging year in the UK with the Brexit vote and uncertainty surrounding the changes to be introduced in 2017 for resident non-domiciled individuals who have lived… Read More

JONATHAN GAGE

KEYSTONE FAMILY ADVISERS

With family office consultancy Keystone Family Advisers in the first two years of its existence, the pace has been relentless for the founder Jonathan Gage. ‘We are a small growing enterprise and so the primary focus is ensuring that you… Read More

EDWARD GOODCHILD

CHAWKER & CO

People who are familiar with the boarding school houses of Winchester College will probably recognise the name of Edward Goodchild’s company. He named Chawker & Co, which he set up in 2011, after one of them. And as Chawker was… Read More

CATHERINE GRUM

KPMG

Most people relax with a book and a glass of wine, but it’s evident that Grum is not that sort of person. ‘To relax I spend my weekends taking part in triathlons,’ the head of KPMG’s family office tells Spear’s…. Read More

CHARLES HAMILTON-STUBBER

AON PRIVATE CLIENTS

The chairman of Aon’s Family Office division has had another interesting and changeable year. As well helping to insure the usual assets like property, fine arts and yachts, Aon’s team has “tackled coverage for spectacular beach properties against storm surge,… Read More

BARBARA HAUSER

BARBARA HAUSER

Barbara Hauser puts the ‘global’ in ‘global family advisory’, working with families across the world. This has particularly found a focus in Saudi Arabia. ‘For the last twelve years I worked extensively [there] advising the men who controlled their sophisticated… Read More

MARK HAYNES DANIELL

RAFFLES FAMILY WEALTH TRUST

’The creation of substantial wealth is a great achievement. Managing that financial wealth well, structuring assets effectively, and putting in place family and family business strategies for the long term is a different kind of challenge,’ says Mark Haynes Daniell,… Read More

HOLLY ISDALE

WITHERS CONSTULTING GROUP

The team now has tax lawyer Isdale running the London office with support from offices in New York. Isdale has spent the last two decades advising wealthy families on estate, financial and investment matters. The group has been singled out… Read More

ASHLEY KING-CHRISTOPHER

CHARLES RUSSELL SPEECHLYS

‘The family that stays “together” will also keep their wealth and legacy “together” longer term,’ says King-Christopher. ‘Being able to achieve this overriding long-term objective is key, in particular in avoiding damaging litigation and internal conflicts.’ But other reasons why… Read More

FRANCESCO LOMBARDO

VERITAGE FAMILY OFFICE LTD

‘I love cooking. I am as passionate about it as I am about the work we do,’ Lombardo says, tongue-in-cheek to Spear’s, immediately making us think of a delicious veal milanese washed down with a good glass of chianti. When… Read More

DANIEL MARTINEAU

SUMMIT TRUST INTERNATIONAL SA

‘It sounds trite but I think the ideal advisor is a ‘consiglieri’ for the family’, said Daniel Martineau, executive chairman at Summit Trust. He adds that the relationship with families that he deals with ‘goes well beyond the financial aspects… Read More

ALISTAIR MORGAN

MAYFAIR PRIVATE

‘As we do not offer investment, asset, treasury or portfolio management services and we never place ourselves in a situation in which our own interests may conflict with those of our clients: our interests are always aligned with our clients’… Read More

RUPERT PHELPS

SAVILLS

It has been a good first half of the year for Rupert Phelps, Savills’ director of Family Office Services at Savills plc. Group profits are up 11.5 per cent on revenues of 14 per cent. He insists that despite thinking… Read More

HEATHER TIBBO

CRESTBRIDGE

According to Heather Tibbo, Crestbridge’s director of family office services, the most important thing that Crestbridge offers clients is ‘peace of mind — the knowledge that your assets are being administered to the highest standards.’ Tibbo hasn’t always spent time… Read More

CORINNA TRAUMUELLER SCHULTHESS

Traumueller Schulthess, CEO of Family Office Management Consulting, decided to set up her own firm after four years as the global head of family advisory at UBS, when it became obvious that her opinion was needed. ‘The growing complexities of… Read More

ADAM WETHERED

OWL PRIVATE OFFICE

You certainly can’t accuse Adam Wethered of not being brave. A 20-year veteran of JP Morgan, he left the giant bank after holding various senior posts there, joined up with business partner William Drake to start Lord North Street —… Read More

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PAUL BARNETT

FULCRUM

Belgravia-based facilitator of HNW services Fulcrum was born out of wealth management firm Totus last year, and, so far, things have gone well, says Paul Barnett, Fulcrum’s managing partner. ‘We had a very successful 2015-6, principally because of the implementation… Read More

DAVID CAPPS

CAPCO TRUST HOLDINGS LIMITED

The important thing to being a good family office adviser, according to Capps, is ‘being down to earth and not getting carried away either by numbers or celebrity’. In other words, if Bono was to walk through the door, Capps… Read More