Family Office Services

Top Recommended Family Office Services

JIM AVELINE

UK

‘The wealth of our clients now dwarfs what it was ten years ago, as do the legal and compliance challenges they face,’ says Jim Aveline, head of Burges Salmon’s family office and business group. He advises on tax, trusts, inter-generational… 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 and director of Virtus Trust. Balfour created Virtus 12 years ago after a 15-year career with Rothschild: his brainchild has expanded over… Read More

DOV BARON

VERITAGE

‘It’s about the impact that your presence will have even on people whose name you will never know,’ says Dov Baron, leading family office services consultant at Veritage. Baron’s role is expansive and international, as demonstrated through his platform ‘Full… Read More

LUCAS BITENCOURT

ESSENCE

We look after HNW and UHNW individuals and their families, overseeing a full range of their affairs from start to finish,’ Lucas Bitencourt, managing director of Essence, tells Spear’s. Essence advises London-based and international private clients on their personal and… Read More

DAVID CAPPS

CAPCO TRUST HOLDINGS LIMITED

‘Some clients have been adversely affected by changes in the tax treatment of ownership structures for UK private dwellings,’ says David Capps, group chairman of Capco Trust Holdings Limited. But key to being an effective family office adviser is ‘not… Read More

MARK HAYNES DANIELL

RAFFLES FAMILY WEALTH TRUST

‘The creation of substantial wealth is a great achievement,’ says Mark Haynes Daniell, founder and chairman of the Singapore-based strategic advisory boutique, Raffles Family Wealth Trust. ‘Managing that wealth well, structuring assets effectively, and putting in place family and family… Read More

CHRISTOPHER EDWARDS

LOMBARD INTERNATIONAL

‘It’s been a challenging year, with the Brexit vote and uncertainty surrounding the changes to be introduced in 2017 for res nondoms,’ Christopher Edwards says. But despite the Finance Act back-and-forth, clients are more reliant than ever on Edwards’ pioneering… Read More

JONATHAN GAGE

KEYSTONE FAMILY ADVISERS

Jonathan Gage founded his Oxfordshire-based family office consultancy three years ago, and is only now starting to look back. ‘The hard work of setting up a new business has moved to the enjoyment of sitting down with families, learning what… Read More

EDWARD GOODCHILD

CHAWKER & CO

Edward Goodchild named Chawker & Co, which he set up in 2011, after one of Winchester College’s boarding school houses. As Chawker was a safe steward of his education, so he has set out to be a safe steward of… Read More

CATHERINE GRUM

KPMG

‘I am pleased to be working with a number of new clients with established family offices this year as well as assisting more families thinking about setting up a family office for the first time,’ says head of KPMG’s family… Read More

BARBARA HAUSER

BARBARA HAUSER

Barbara Hauser has an international practice working with families across the world, with a particular focus on Saudi Arabia. ‘For 12 years I worked extensively [there] advising the men who controlled their sophisticated family businesses,’ she says. Recent work has… Read More

J A MICHAEL HUTCHINSON

THE HUTCHINSON CONSULTANCY

Head of The Hutchinson Consultancy Michael Hutchinson has assisted families and family offices for over 40 years. That speaks to an impressive volume of experience: he previously worked for the Guinness family for over 15 years, and in a directorship… Read More

HOLLY ISDALE

WITHERS CONSULTING GROUP

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… Read More

BENEDIKT KAISER

KAISER PARTNER

After studying at an American university in France and a range of internships, Benedikt Kaiser leapt quickly into the family business. Having spent his childhood hearing talk of the firm over the dinner table, Kaiser developed an understanding of the… Read More

ASHLEY KING-CHRISTOPHER

CHARLES RUSSELL SPEECHLYS

‘A deluge of new wealth from families and principals in the emerging markets has come to the fore,’ says Ashley King- Christopher of Charles Russell Speechlys. These clients are ‘often also looking for an old style, personal, trusted adviser relationship… Read More

FRANCESCO LOMBARDO

VERITAGE FAMILY OFFICE

Francesco Lombardo, head of the Vancouver-based Veritage family office has a mission to create a ‘safe space’ for HNW and UHNW individuals, families and advisers. Lombardo seeks to address these “Great White Elephants”, which create division and lack of safety… Read More

DANIEL MARTINEAU

SUMMIT TRUST INTERNATIONAL

Executive chairman at Summit Trust International Daniel Martineau is a practitioner of considerable experience, having worked for leading trust companies in Canada prior to taking up roles in offshore trust companies in Nassau, Jersey and Geneva with Coutts International Private… Read More

ALISTAIR MORGAN

MAYFAIR PRIVATE

Alistair Morgan, CEO of Mishcon de Reya’s private advisory services, touts the client-centric nature of the offering: ‘As we do not offer investment, asset, treasury or portfolio management services and we never place ourselves in a situation in which our… Read More

JAMIE RITBLAT

MOUNT KENDAL

Mount Kendal offers a unique and collaborative real estate investment service to family offices. The new firm, launched in 2017, is a partnership between Delancey and Sandaire, two longstanding and highly regarded companies, with a combined 45 years of experience… Read More

CORINNA TRAUMUELLER SCHULTHESS

FAMILY OFFICE MANAGEMENT CONSULTING

CEO Corinna Traumueller Schulthess set up Family Office Management Consulting after four years as global head of family advisory at UBS. It was her response to an ever more intricate landscape facing family businesses.‘The growing complexities of today’s world in… Read More

PAUL STIBBARD

ROTHSCHILD TRUST

For Rothschild Trust’s executive vice chairman Paul Stibbard, the year has been nothing if not busy. The anticipated tax changes in the UK have not yet been implemented due to the snap election. Meanwhile, the move towards global transparency continues… Read More

HEATHER TIBBO

CRESTBRIDGE

Heather Tibbo has been instrumental in developing Crestbridge’s family office services business. The business has seen a 100 per cent growth in the past year and currently administers assets in excess of $40 billion. An office in Bahrain is now… Read More

ADAM WETHERED

OWL PRIVATE OFFICE

After selling Lord North Street to Sandaire in 2014, Adam Wethered and William Drake have combined with City stalwart Andrew Wimble to launch Owl Private Office: a strategic consultancy that promises to assist UHNWs, wealthy families and endowments with a… Read More