We help new family offices determine legal structure (company, foundation, trust, or often a combination), operating model (outsourced vs in-house), governance protocols and scope of services. This includes defining investment mandates, onboarding third-party providers, drafting family constitutions and creating succession frameworks.
For established family offices, we help review what’s working and what’s not – ensuring the office isn’t drifting into bureaucracy or complexity. We assess efficiency, independence and whether the office is truly serving the family’s best interests across generations.
We also offer strategic advisory on staffing, technology and internal controls, bringing knowledge from both our extensive work with other families and our own in-house family office experience to help you avoid common pitfalls. Importantly, we remain objective and impartial. We’re not trying to replace your office – we’re here to make it better.
Award-winning Wildlife Photographer
Partner, Farrer & Co.
Head of Family Law, Howard Kennedy LLP
We aim to become part of the engine room which helps you achieve your objectives.
We can work whenever, wherever suits your lifestyle.
Your office in London, your favourite coffee shop in Dubai, virtually from anywhere, or even a terminal at LAX.
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