Family Business Advisers

Top Recommended Business Angels

RODNEY SCHWARTZ

CLEARLYSO

The world is becoming more socially aware, and the public is increasingly interested in the values of organisations, says ClearlySo’s CEO Rodney Schwartz. His firm is all about creating a significant social impact via capital raised, an activity which has… Read More

Top Recommended Family Business Advisers

MARK CALL

TIGER 21

TIGER 21’s mission is to help members improve their investment acumen, tackle common issues of wealth preservation, manage family-related challenges, and to understand estate planning options, philanthropic endeavours, and legacy impact. The company is now North America’s leading network of… Read More

RACHEL HARRINGTON

COUTTS INSTITUTE

‘It’s clear that families are very conscious of the challenges as well as the opportunities that wealth can bring,’ says Rachel Harrington, director at the Coutts Institute. Harrington, who joined the firm in 2011, helps to develop strategies for family… Read More

JULIETTE JOHNSON

JULIETTE JOHNSON CONSULTANCY

‘My job is very rewarding,’ says Juliette Johnson, head of the family consulting group at the boutique consultancy. The firm advises and supports wealthy families, and is particularly adept at multi-generational governance, managing wealth in all forms, both in relation… Read More

PETER LEACH

DELOITTE

It’s been a highly successful year for Peter Leach, partner and global leader of family enterprise consulting at Deloitte. ‘I recently published my book [Family Enterprises: The Essentials] in Poland. The whole economy is first generation as they started in… Read More

SANDY LODER

AH LODER ADVISERS

Sandy Loder leads AH Loder Advisers, a specialist global advisory firm which helps HNW and UHNW families manage their businesses and wealth by also advising on issues such as succession, divorce, litigation and conflict. Loder notes: ‘We’re now bringing into… Read More

RODNEY SCHWARTZ

CLEARLYSO

The world is becoming more socially aware, and the public is increasingly interested in the values of organisations, says ClearlySo’s CEO Rodney Schwartz. His firm is all about creating a significant social impact via capital raised, an activity which has… Read More