Family Office Services

Spears 2020

JIM AVELINE

BURGES SALMON

‘The wealth of our clients now dwarfs what it was 10 years ago, as do the legal and compliance challenges they face,’ says Jim Aveline, the head of Burges 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, moving with the firm when it was acquired by Equiom in 2017. Balfour and colleagues have built… Read More

SIOBHAN BARNEY

ONE HUNDRED KNIGHTSBRIDGE

‘We love our competitors,’ says Siobhan Barney. ‘A bold statement, I know, but as we are only interested in complex and interesting cases, loving our competitors is easy, because the service and product we provide is vastly different. We are… Read More

DOV BARON

VERITAGE

‘It’s about the impact 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 shown by his platform Full Monty Leadership,… 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 economies of scale now matter,’ says David Capps. ‘Having just become part of a… Read More

MARK HAYNES DANIELL

RAFFLES FAMILY WEALTH TRUST

Mark Haynes Daniell is chairman of Raffles Family Wealth Trust, a Singapore-based strategic advisory boutique working with a select set of UHNW families to preserve and enhance their true family wealth across generations. Noting that ‘hope is not a strategy’… 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 on Christopher Edwards’ pioneering cross-border insurance and wealth-planning services for banks, family offices and international HNWs. ‘We’ve been trying to understand the fundamental needs of our clients,’ he says, pointing to the use of… Read More

CHARLOTTE FILSELL

SANDAIRE

Charlotte Filsell has seen ‘exciting growth and change’ at Sandaire in the past year, with launches of the firm’s private equity, corporate finance and real estate arms. The expansion is in response to the rising needs of clients. ‘Every family… Read More

MATTHEW FLEMING

STONEHAGE FLEMING

Matthew Fleming aids Stonehage Fleming’s clients in developing and implementing strategies for inter-generational success. ‘Our starting point is to help families understand and articulate to each other the purpose of their wealth,’ he says. ‘This gives them a framework for… Read More

JAMES FLEMING

SANDAIRE

James Fleming reveals why Shoe Dog – A Memoir by the Creator of NIKE, the history of the trainer and sportswear giant by its founder Phil Knight, is his favourite book. ‘It’s an inspiring story,’ he tells Spear’s, ‘it’s one… Read More

JONATHAN GAGE

KEYSTONE FAMILY ADVISERS

Jonathan Gage is the guiding light every HNW needs, especially for complicated family affairs. A chartered accountant, and fellow of the Chartered Institute for Securities and Investment, the founder of Keystone Family Advisers knows how to handle the complexity of… Read More

EDWARD GOODCHILD

CHAWKER & CO

‘Our schools of thought are massively complementary,’ says Edward Goodchild of new hire Guy Christie. ‘We were fund managers together a long time ago, so I knew we’d be a good fit.’ Chawker, which Goodchild set up in 2011, sources… Read More

CATHERINE GRUM

KPMG

As UHNW families are going global, growing in size and complexity and making bolder investment moves, there’s more and more call for specialist family advice. At KPMG, Catherine Grum leads her team in making sure their needs are met, working… 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

HARI HUNDLE

TWINFOCUS

Quietly charismatic Hari Hundle heads TwinFocus Capital’s UK operation, based in Albemarle Street. The Boston-headquartered firm offers a ‘multi-single family office’ service and arrived here in 2018 aiming to serve those in ‘the hundred to the billion net worth’ range…. Read More

JA 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. Families come to Hutchinson, he says, ‘probably because I… Read More

HOLLY ISDALE

WITHERS CONSULTING GROUP

Holly Isdale is chief consultant of the family offices services 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 asset… Read More

ANDREW KNOTT

HAMPDEN PRIVATE OFFICE

Managing director at Hampden Private Office, a member of the Hampden Group, Andrew Knott has worked in wealth management for 20 years assisting individuals and families. He has experience from a tier-one financial institution as well as boutique family offices…. Read More

ANNAMARIA KOERLING

OWL PRIVATE OFFICE

‘When you move on to the private side you have a completely different relationship with your client,’ says Annamaria Koerling, who is described as a ‘star’ by peers and has a regular column in Spear’s (see page 29). ‘An investment… Read More

STEPHEN LE RAY

ALBECQ

Business development director Stephen Le Ray is responsible for maintaining the steadily expanding book of clients looked after by his company Albecq – a business that has grown revenue by over 12 per cent throughout 2019. ‘Our year has been… Read More

FRANCESCO LOMBARDO

VERITAGE FAMILY O CE

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

DANA LOWY

MEYER, OLSON, LOWY & MEYERS LLP

Dana Lowy is a co-founder of the boutique law fi rm owned by women. ‘As the pre-eminent women-owned family law fi rm in southern California, we are proud of our highly aggressive and focused representation,’ the fi rm states. ‘We’ve… Read More

DANIEL MARTINEAU

SUMMIT TRUST INTERNATIONAL SA

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

ALISTAIR MORGAN

MAYFAIR PRIVATE

Mishcon de Reya created Mayfair Private to provide discreet advisory services for a select group of HNW and UHNW families by assembling a range of qualified professionals to manage their affairs. ‘My job is to try to release my clients… Read More

RUPERT PHELPS

SMITH & WILLIAMSON

‘Rupert Phelps has had a storied career. The family office services partner at Smith & Williamson left the Life Guards for a career in finance with ‘an aggressive American bank with international presence, meritocratic culture and excellent training’, he says… Read More

NAOMI RIVE

HIGHVERN

‘2019 has been a great year for developing existing client relationships and establishing new ones,’ says Naomi Rive, group director and head of the family office at Highvern, which is based in Jersey. ‘More and more of our UHNW clients… Read More

MARK ROBERTSON

HOTTINGER GROUP

Mark Robertson and his team are the modern torchbearers of the Hottinger family name, which has been continuously active in fi nancial services since 1786. ‘There’s a very rich history, and we are lucky and proud to be custodians of… Read More

TONY ROUILLARD

ALBECQ

Tony Rouillard has over 25 years’ experience in financial services, a long career that makes him reminisce about what constitutes success. ‘I have come to realise that there is no perfect formula to perceived success,’ he explains to Spear’s. ‘An… Read More

CORINNA TRAUMUELLER SCHULTHESS

FAMILY OFFCE MANAGEMENT CONSULTING

Corinna Traumueller Schulthess set up Family Offi ce Management Consulting after four years as global head of family advisory at UBS. It was her response to the evermore intricate landscape facing family businesses. ‘The growing complexity of today’s world in… Read More

PAUL STIBBARD

SEQUENT

In 2012, Paul Stibbard moved from his role as head of the Wealth Management department at Baker McKenzie to become Rothschild Trust’s executive vice chairman, setting up its 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 offi ce 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… 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