Family Office
We understand that every family has different priorities, objectives and long-term plans. That is why we take the time to understand your circumstances before providing advice that is tailored to your needs.
We work with individuals, families and family offices to provide independent advice and support. Whether it’s coordinating with professional advisers, providing appropriate governance, planning for future generations or managing cross-border considerations, we help clients make informed decisions with confidence.
With many years of experience supporting wealthy families, we provide an objective and independent perspective that helps simplify complex issues. This helps clients to focus on their businesses, their families and their long-term wealth.
High-net-worth individuals are increasingly looking for experienced wealth management professionals to assist in managing the complex and challenging environment they face.
Working with family offices and understanding when and how to introduce their younger family members into the picture is a common discussion point we have with our clients.
Cultural differences as families become increasingly more mobile and global impact not just cross border wealth planning but also interaction between family members as families evolve.
For many years we have supported wealthy individuals and their families and based upon this extensive experience, we are objective in our discussions with clients allowing them to focus on growing their business and/or wealth.
Family Office Key Contacts
Annabel Noel
Private Client Manager
Paul Rondel
DirectorPaul has over two decades of experience advising clients on multi-generational wealth planning and managing client structures with some form of UK connectivity, be that residency, family or assets.
Chris Cotillard
DirectorChris is a Chartered Accountant, Chartered Tax Adviser and Trust and Estate Practitioner. He joined after graduating and became a director in 2014.
