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About: Family Offices

We have worked with a number of family offices over several years throughout various stages of wealth creation and preservation. This has enabled us to grow with them and fully understand how to balance the personal and business needs of the families, whilst advising on how best to structure their assets, and ensure the successful succession of their wealth.

We understand that no two family offices are the same, and therefore we adopt a flexible approach to working with each client, their management teams and the different generations of family involved.

We pride ourselves on our partner led, highly personal service and proactive approach. We are renowned for our responsiveness, empathy and for our willingness to invest time getting to know our family offices clients and understanding the family dynamics. At the same time we are focused on providing strategic, solutions-focused advice to ensure that the family’s wealth is maximised and commercial objectives are met.

We advise our family office clients in relation to:

Key contacts

Upcoming Events

Thursday 14th November 2019 | Registration & refreshments: 2.00pm | Start: 2.30pm | Finish: 5.30pm

Private Wealth and Trust Conference

Join us for this half day conference which will focus on the practical impact of the ever changing UK tax, property and trusts regimes and how high-net-worth clients can plan for these developments. Topics will include: The changing landscape of …

Winckworth Sherwood, Minerva House, 5 Montague Close. London SE1 9BB