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.Whether you have created your family’s wealth yourself or are responsible for safeguarding it for another generation, you will face important decisions and choices as you consider how the assets should be managed.
Trying to steer a course through these issues takes time and thought. It also requires a considerable amount of practical and professional help from trustworthy sources with deep experience.
We're learning from every single family we serve. We deploy that learning for each of our family office clients.
Global Head of Schroders Family Office Service
Client stories
Wealth planning for an international family
With over 50 family members living in multiple countries and a large stake in a privately held property company, the K family's family office required an investment house with significant infrastructure and proven wealth planning expertise.
Client stories
Finding financial stability after divorce
After a recent divorce, Helen wanted to take back control of her finances so that she could focus on what mattered to her most: her family and her art.
Client stories
A business exit that supports the whole family
When Karim, 57, sold his business he received a significant lump sum payment. He and his wife planned to make large gifts to their children and charity, but faced uncertain cash flow and tax liabilities during the ‘earn out’ period after the sale. They came to us for advice on how best to proceed.
Other client stories
Outsourced family office services
We assisted the family in developing a long-term plan for their wealth and supported them through the transition. This process included re-evaluating the focus of their family office to determine what should remain in-house and what could be outsourced. Our ongoing assistance encompasses oversight of their overall wealth strategy, discretionary investment management of public market assets, consolidated reporting, and private asset administration.
Supporting family structures
Our client required a long-term portfolio with an endowment approach to investing to achieve their goals for current and future generations. The investment company established to facilitate these needs requires coordination across multiple service providers, careful compliance monitoring and effective communication with both directors and shareholders. Schroders Family Office Service was appointed to provide this administrative support alongside investment management.
Putting in place effective governance
A highly successful entrepreneur faced challenges in monitoring and managing her rapidly accumulated personal assets, business interests, and charitable commitments. We assessed her existing arrangements and conducted scenario analyses to identify risks and governance requirements. Additionally, we shared insights into strategies employed by other families in similar situations and facilitated the implementation of a comprehensive plan to ensure effective management of her diverse interests.
Family office review
A significant liquidity event prompted the review of an existing single family office to ensure it was positioned to effectively navigate the complexities of increased wealth. With the flexibility to choose only the services required to complement the existing family office team, Schroders Family Office Service were appointed to assist with creation of a strategic wealth plan and address governance and operational challenges. We act as the family’s Outsourced Chief Investment Officer (OCIO). In addition, we bring breadth of expertise, cost efficiencies and shared learnings to the existing family office operations.
Establishing a charitable legacy
A large inheritance prompted beneficiaries to engage in charitable giving, but they had varying objectives and busy lives. To facilitate their contributions, we established individual Cazenove Capital Donor Advised Funds (DAFs) for each sibling, outsourcing all administration, reporting and due diligence to professional trustees. We designed investment policies and managed portfolios that were aligned with their charitable missions. Additionally, we connected one beneficiary with a philanthropy consultant to conduct charity research focused on mental health and youth services.
Contact us
To discuss your family's requirements, please contact us.