Family Office Services

Spears 2019

JIM AVELINE

BURGESS SALMON

‘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, the head of Burgess Salmon’s family office and business group. Aveline advises on tax, trusts,… Read More

RODDY BALFOUR

EQUIOM GROUP

‘Knowing we have helped a family to sleep at night is a great feeling,’ says Roderick Balfour, who co- founded Virtus Trust in 2005 and joined Equiom in 2017 with its acquisition of Virtus. Balfour and colleagues have built a… Read More

DOV BARON

VERITAGE

‘It’s about the impact that your presence will have 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 The Full… Read More

GUY BEECH

KEMPEN

After a 30-year career in asset management, including jobs at Henderson and Threadneedle, Guy Beech moved to Kempen in 2017 to set up and lead its UK family office business. First and foremost a merchant bank, Kempen covers corporate finance,… Read More

ROELOF BOTHA

STONEHAGE FLEMING

Building strong and enduring relationships with clients and colleagues remains the most rewarding part of working for a multi-family office for Roelof Botha, Stonehage Fleming’s head of family office in the UK. Roelof – who moved from Neuchatel to the… Read More

DAVID CAPPS

OCORIAN

‘Continuing demands of regulation and the increasing complexity of cross-border private and corporate client interests has fuelled consolidation in the offshore trust industry, where size and resulting economies of scale now matter,’ says David Capps. ‘Having just become part of… Read More

MARK HAYNES DANIELL

RAFFLES FAMILY WEALTH TRUST

Mark Haynes Daniell is Chairman of The Raffles Family Wealth Trust, a Singapore-based strategic advisory boutique working with a select set of very substantial UHNW families around the world to preserve and enhance their true family wealth across generations. Noting… Read More

HARRY DAWE-LANE

AON CAPITAL

Harry Dawe-Lane, the head of Aon’s family office, is a man of many passions – and not just for his work, but also for art. Not that the two don’t merge: Aon provides insurance for high-value homes, contents and valuables… Read More

WILLIAM DRAKE

OWL PRIVATE OFFICE

One of the most experienced hands in the industry, William Drake co-founded Lord North Street with Adam Wethered in 2000 before selling the business to Sandaire in 2014. The duo have teamed up again, this time joined by fellow City… Read More

CHRISTOPHER EDWARDS

LOMBARD INTERNATIONAL

Clients are more reliant than ever today on Christopher Edwards’ pioneering cross-border insurance and wealth planning services on behalf of banks, family offices and international HNWs. ‘We have been fundamentally trying to understand the needs of our clients,’ he says,… Read More

CHARLOTTE FILSELL

SANDAIRE

The sector is ‘going through a transformative change’, says Charlotte Filsell, Sandaire’s head of relationship management. ‘Client needs are evolving – we will soon be serving five distinct generations with very different needs.’ Besides relationship building, her expertise lies in… Read More

MATTHEW FLEMING

STONEHAGE FLEMING

Responsible for the next generation, succession and business development, Matthew Fleming is today the only full-time Fleming partner in the business. As a result, he plays the important cultural role of ambassador for the eponymous firm. He has had an… Read More

JONATHAN GAGE

KEYSTONE ADVISERS

Jonathan Gage wanted to use his experience managing risk for the benefit of private wealth clients. He was drawn to ‘the structuring, the investment, and the focus on the individual’ in wealth management. This has led to Keystone Advisers, already… Read More

EDWARD GOODCHILD

CHAWKER & CO

Edward Goodchild has seen the financial industry from almost every perspective during his post- military career. He observes that most bankers simply ask: ‘So, Mr or Mrs Client, how many of product Y would you like?’ rather than thinking about… Read More

CATHERINE GRUM

KPMG

UHNW families are going global, growing in size and complexity, and making bolder investment moves – exploring new territories and global markets with co-investments and buy-outs. At KPMG, Catherine Grum leads her team in making sure their needs are met,… Read More

BARBARA HAUSER

BARBARA HAUSER

Barbara Hauser is editor-in-chief of the new quarterly International Family Offices Journal (Globe publishing and STEP). She has an international practice working with families across the world, with a particular focus on Saudi Arabia, Zurich and Hong Kong. ‘For 12… Read More

J. A. MICHAEL HUTCHINSON

THE HUTCHINSON CONSULTANCY

Michael Hutchinson has assisted families and family offices for over 40 years. He previously worked for the Guinness family for over 15 years, and in a directorship for the Iveagh Trustees Limited. Families come to Hutchinson, he says, ‘probably because… Read More

HOLLY ISDALE

WITHERS CONSULTING GROUP

Holly Isdale is chief consultant at the family offices services offering at Withers Consulting Group. Isdale’s background is as a tax lawyer – she has spent two decades using her extensive expertise to advise on a host of matters from… Read More

ASHLEY KING-CHRISTOPHER

CHARLES RUSSELL SPEECHLYS

‘The family that stays and pulls together also grows and keeps their wealth together,’ says Ashley King-Christopher. It’s a mantra that extends across time zones and continents, new money and old. King-Christopher headed east in 2018 to set up a… Read More

ANDREW KNOTT

HAMPDEN PRIVATE OFFICE

Managing director at Hampden Private Office, Andrew Knott has worked in wealth management for nearly 20 years in various roles – within a tier one financial institutions as well as helping to start a boutique family office. ‘There is a… Read More

ANNAMARIA KOERLING

OWL PRIVATE OFFICE

Annamaria Koerling joined Owl Private Office this year, lining up alongside fellow industry stalwarts William Drake, Adam Wethered and Andrew Wimble. ‘Owl is different, with its unique function at the very top of the wealth advisory ladder,’ she says. ‘This… 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

FRANCESCO LOMBARDO

VERITAGE FAMILY OFFICE

Francesco Lombardo, head of the Vancouver-based Veritage family office (and now author of five books) has a mission to create a ‘safe space’ for HNW and UHNW individuals, families and advisers. He states that many families do not have a… Read More

DANIEL MARTINEAU

SUMMIT TRUST INTERNATIONAL SA

‘There is never a dull moment,’ says the executive chairman at Summit Trust International, Daniel Martineau. He is a practitioner of considerable and varied experience, having worked for leading trust companies in Canada, prior to taking up roles in offshore… 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

RUPERT PHELPS

SMITH & WILLIAMSON

Formerly Savills’ director of family office services, Rupert Phelps switched to Smith & Williamson last year, assuming responsibility for relationships and business opportunities across its family office services. His book covers ‘business-owning families, liquidity events, cash- generative operating companies… there’s… 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… Read More

PAUL STIBBARD

ROTHSCHILD TRUST

In 2012, Rothschild Trust’s executive vice chairman Paul Stibbard moved from his previous role as head of the Wealth Management Department at Baker McKenzie to set up the new senior adviser platform with the aim of ‘advising clients with complex… Read More

HEATHER TIBBO

CRESTBRIDGE

With over 16 years’ experience, Crestbridge’s director of family office services Heather Tibbo has ample expertise in advising wealthy individuals and family businesses. Her motto is simple: clients need to have ‘peace of mind – the knowledge that your assets… Read More

ADAM WETHERED

OWL PRIVATE OFFICE

Owl Private Office is a strategic consultancy that promises to assist UHNWs, wealthy families and endowments with a wide range of business needs. Co-founder Adam Wethered is clear on his philosophy: to ‘manage our own money and offer a professional… Read More