Family Business Advisers

Spears 2019

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… Read More

RACHEL HARRINGTON

COUTTS

‘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

DR RONIT LAMI

DR LAMI CONSULTANCY

‘I have shared with you in a 30 minute conversation more than I have shared with my wife in 50 years of marriage,’ a client confides to Dr Ronit Lami, the principal of a Los Angeles and London-based wealth psychology… Read More

PETER LEACH

DELOITTE

Prior to joining Deloitte in 2015, Peter Leach set up his own boutique advisory firm in 2008, and is described as the ‘founding father of family business thinking in the UK’. Leach’s wide-ranging practice covers advisory work with family enterprises… Read More

SANDY LODER

AH LODER ADVISERS

Sandy Loder leads AH Loder Advisers, a specialist consultancy firm which helps HNW and UHNW families manage their family business and family office by advising on succession, wealth manager selection and monitoring, governance, culture, setting up a family office, innovation,… Read More