What we offer
We build your family wealth over the long term, while helping you achieve your wider goalsDesigning the family office you need
With no one family alike, our family office service offers flexible solutions tailored to each family’s unique characteristics and aspirations. We take the time to listen carefully and understand your needs, ensuring that the solution we develop is the right one for you.
We offer the personalisation, breadth and depth of a full family office service with the flexibility to select only what is necessary at any given time.
We can provide ongoing support or assist on an ad hoc project basis, working closely with families and their advisers to ensure a cohesive and coordinated approach.
Our service encompasses:
Purpose and strategy
When your wealth’s purpose is clear, it helps informed decision-making, opportunity assessment, and family unity. We clarify, plan and protect your wealth, guiding structure, resource allocation, and investment. Our specialists ensure effective, adaptable planning.
Family governance
Significant wealth brings complexity and the need for robust governance. We create frameworks for long-term stewardship, review existing arrangements, support effective decision-making, and can document best practices and principles in a Family Charter or Operating Manual.
Investment management
Benefit from Schroders’ institutional resources and broad market access. Our tailored investment service, including OCIO, aligns portfolios with your goals, risk and values—adapting to timelines, tax and structure. We offer impact options and comprehensive reporting.
Supporting your legacy
We support your legacy with strategic planning for wealth transfer and philanthropy, respecting your values. We encourage early, open discussions, next-generation education, practical succession planning, and guidance on structuring and measuring your giving.
Administration
Our administration services ease the burden of managing wealth, delivering efficiency and robust support. Acting as your main contact and knowledge hub, we organise daily tasks, ensure continuity, and coordinate reporting, compliance, adviser liaison, and asset administration.
Lifestyle management
With tailored introductions to our network, we help meet your practical needs and interests—from property search, management and security, to insurance, concierge and passion assets. We connect you with trusted service providers for effective, bespoke support.
Explore our client stories
When you become our client, you will have access to expertise, understanding and commitment. You also join a community of like-minded families.
Meet the team
We’re here to help your family thrive. Contact any one of us to start a conversation about how we might help.