Family 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. 

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.  

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. 

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. 

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To discuss your family's requirements, please contact us.

Past performance is not a guide to future performance and may not be repeated. The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. All investments involve risks including the risk of possible loss of principal.

This content is issued by Schroders Family Office Service. Schroders Family Office Service and Cazenove Capital are trading names of Schroder & Co. Limited, who together with connected companies provide the services described.

Schroder & Co. Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Registered office is at 1 London Wall Place, London, EC2Y 5AU. Registered Number 2280926 England.

The value of an investment and the income from it may go down as well as up and investors may not get back the amount originally invested.