Family Governance & Oversight

We deliver comprehensive solutions, combining the elements that our clients need to deliver on our promise to give them their time back and make their lives easier. We do this through a combination of advice, oversight and reporting.

Principal Advice - acting only in the best interests of the family, we act as the voice of reason and analysis. We challenge, facilitate, seek consensus and share our experience.

Oversight - we monitor and analyse for the family. We act as are the central point of contact and communication. We document and retain knowledge, we manage transactions and we are the first port of call for family and advisors.

Wealth Planning Advice - we help our clients structure their family’s wealth while helping build, preserve and transition assets, all done being mindful of the impact of tax. Planning, protection, cashflow analysis, scenario modelling and liquidity all play their part.

Reporting - supported by technology our consolidated reporting gives our client comprehensive insight into the family’s financial affairs. It is the basis for discussion, for the evolution of strategy and for decision making.

Investment Advice - we provide ongoing FCA regulated and compliant investment advice in an entirely unconflicted, impartial manner, to achieve the best outcome for your Family. We review existing investment strategies and amend and implement any changes that we deem appropriate in order to meet your agreed financial objectives. On your behalf we source and recommend investments and appoint managers for portfolios.