We provide discreet, dependable support to simplify the complexities of wealth and family life
We become an extension of the families we serve, taking care of the complexities so they can focus on what truly matters.
WHY WE EXIST
We are the trusted and approachable partner at the heart of every family we serve
Acting as an extension of the family, we provide hands-on support and practical oversight in areas that are often overlooked or avoided. We are a single, trusted source for financial administration, governance, philanthropy, investment oversight, and estate management. By supporting multiple families, we make the high service level of a traditional single family office accessible and affordable.
Jake has planned and delivered our Family Office over the past 8 years. He is responsible for ALL aspects of our family finances.
This had included: Private equity investments, Asset management, Tax planning, Investment opportunity assessment, Multi-generation financial planning and Advising our children on financial matters.
Jake has proven to be transformational in the structuring, operation and future planning of our Family Office allowing us to be much more efficient - saving us in the region of £100k per annum in admin costs alone. He is as reliable as the day is long, trustworthy, hard-working and always well prepared
This had included: Private equity investments, Asset management, Tax planning, Investment opportunity assessment, Multi-generation financial planning and Advising our children on financial matters.
Jake has proven to be transformational in the structuring, operation and future planning of our Family Office allowing us to be much more efficient - saving us in the region of £100k per annum in admin costs alone. He is as reliable as the day is long, trustworthy, hard-working and always well prepared
Bill Holroyd CBE DL
Our Services
We provide solutions and resolve conflicts with integrity and discretion, offering clear, dependable guidance at all times
