Skip navigation Scroll to top
Scroll to top

Private Office

A well-run company has a clear view ahead. Shouldn’t a family have the same?

Our Private Office delivers a fully outsourced family office service to go beyond investment decisions and address the full range of your family’s needs.

Made up of professionals with wide-ranging backgrounds from accounting to investment banking and law, we offer a holistic and highly distinctive service.

We believe that offering a service in the round relieves the burden on family members dealing with issues as diverse as investment and legacy planning. We help add structure and clarity to family affairs, when often the fact that there are several stakeholders with divergent interests and priorities leads to overwhelming confusion and complexity.

We take care of the minutiae at the same time as presenting you with honest, actionable advice to help you deal with the day-to-day and plan with confidence for the long term.

  • Portfolio management
  • Family Office services
  • Business and illiquid assets
  • Wealth Planning

We take account of our clients’ existing investments, non-financial assets and long-term objectives whilst always remembering that not all inputs are quantifiable. The better we understand you, the better we can deliver your objectives. In doing so, we bring institutional capability and process to a private client environment which we know delivers better results in the long term.

  • Investment strategy

  • Discretionary

  • Advisory

  • Portfolios for US Nexus clients

Our Family Office services encompass a family’s entire wealth. We work with holding structures, illiquid investments and privately held businesses, while paying particular attention to overall long-term wealth strategy and family dynamics.

  • Consolidated reporting

  • Project management

  • Portfolio analytics

  • Liquidity planning

  • Next generation engagement

Advising business owners and entrepreneurs

As entrepreneurs ourselves, we understand the support business owners require and are ideally placed to provide our expertise to our clients throughout their own entrepreneurial journey. We endeavour to impress the importance of personal planning and family considerations from the outset of business development to ensure exit is strategically optimised for the individual as well as their business.

Illiquid Assets

We work with large, sophisticated and global clients and their investment needs increasingly span far beyond traditional investment markets.

  • Advising entrepreneurs on strategic options and exit

  • Access to private deals

  • Private equity

  • Debt raising

The structuring of your assets, taking into account your immediate and future family needs and goals, underpins everything we do, in tandem with the investment of your assets. We advise clients and associated companies, partnerships and trusts that are resident and/or domiciled in the UK, as well as truly international families. We believe, from experience, that planning how to invest optimally is best done earlier rather than later.

  • UK planning

  • Inter-jurisdictional planning

  • Cross-generational planning

Multi-disciplinary team

We have collective knowledge and experience.

Our 15 team members have diverse backgrounds in private banking and wealth management, M&A, private equity, family office consultancy, accountancy, law and charity trusteeship.

As entrepreneurs ourselves, we truly understand the wealth planning needs of entrepreneurs.

Advice across the stages of wealth creation

We provide expert assistance at all stages of your life and career, through to future generations and your legacy to support you through any transition.

Our team works collaboratively to provide consolidated, aligned and formalised financial planning and strategy. 

We work with your vision, taking into account your values, goals and family.

Impartial

Our partnership structure aligns time horizons and interests with clients.

We work for you with an advice, not product driven approach. We have a transparent charging structure and accountability. We don’t manufacture and sell in-house products and we do not take third-party commission.