What we offer
We build your family wealth over the long term, while helping you achieve your wider goals.Designing 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
Having a clear sense of purpose for your wealth helps inform decision-making, assess opportunities and can foster family unity. We help you clarify your goals and formulate a strategy that encompasses your operating model, resource allocation and investment approach.
Family governance
Significant wealth brings complexity and the need for robust governance. We create frameworks for long-term stewardship, review existing arrangements and can document best practices and principles in a Family Charter or Operating Manual.
Investment management
Family office clients benefit from Schroders’ institutional resources as well as broad market access. Our tailored investment service, including OCIO, aligns portfolios with your goals, risk appetite, organisational considerations and values. We offer comprehensive reporting across your asset base.
Supporting your legacy
We support your legacy with strategic planning for wealth transfer and philanthropy. We encourage early, open discussions, next-generation education, practical succession planning and guidance on structuring and monitoring 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 can manage day-to-day administration and coordinate relationships with other investment managers and professional advisers.
Lifestyle management
With tailored introductions to our network, we help meet your practical needs and interests – covering property management, security, 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.