Family Office Services Catherine Grum Head of Family Office Services

What is a family office?

A concept, not a structure It can therefore take many forms: The FD or another employee of the family business helping with personal investments A member of the family taking full-time responsibility for the family’s assets Hiring a team of specialists organised through a complex legal structure A trusted adviser becoming directly employed by the family to help manage things The professional management of a family’s assets and personal affairs

When should you consider a single family office? Against For Complex needs Control Financial goals Family’s vision Regulation Quality Costs

Conversation Topics Transparency versus confidentiality Co-investing Impact Investing Outsourcing Investment opportunities Incentives Next Gen