Family Office + Private Capital
Research. Allocation. Diligence. Analysis. Reporting.
Agile. Dynamic. Experienced
We help Single Family Offices be ready for the future, today. We believe the dynamic management of private wealth will make a difference to all your stakeholders. For family members, for employees of your businesses, and for all beneficiaries of what you do. For the future generations, for the charities & institutions you choose to share your good fortune with.
As a firm we are passionate about doing the right things, in the right way, and for the right reasons. We strive to continually improve how we get things done, leading with new ideas, embracing technological & societal change, for the betterment of all. If you share our purpose and passion we’d love to talk and hear about your story so far and about your ambition.
Agile ‘able to move quickly and easily’ ‘able to think and understand quickly’
Dynamic ‘(of a process or system) characterised by constant progress’ ‘(of a person) postive in attitude and full of ideas’
Experienced ‘having gained skills and knowledge in a particular field over time’
We’re different
We’re different because we’ve done it. With over 20 years experience managing over US$ 2 billion in assets across traditional and alternative asset classes, we’ve managed through economic cycles and significant events to ensure delivery and accountability.
We don’t preach abstract concepts or tell you what you should have done. We work alongside you, using our expertise and experience to make sure you get the results you want. Because we’ve built real-life investment and wealth management processes and systems from the top down and the ground up, we know the “what, why, how, where, when, and by whom” and can and will roll our sleeves up to help you get it done. We have had to solve fast changing, complex, and ambiguous problems and be accountable for our decisions. We’ll be alongside you helping you protect & grow your wealth, in helping you balance business and wealth goals, and crucially helping you place the well-being of your family at the heart of what you do.
What we do
Wealth & Asset Allocation
Capital should to be allocated according to your unique needs and should to be balanced against the external economic & political world & be able to anticipate the future needs of your family and business objectives. These will change over time, for example when there’s a significant liquidity event or when you are preparing the next generation for more involvement. We help you to determine the liquidity and risk implications, work out an appropriate capital allocation options, and help you ensure the family office and investment operations and controls are lined up to deliver. We take an agile and dynamic approach to our work.
Operations & Risk
Strategy is the series of decisions to make sure your family office purpose is properly executed & controlled by your appointed executives. It’s how you “get there” and needs to be dynamic. We can help you articulate this clearly and be reflected in the mandate you hand down to the family office. We will help you develop & communicate expressed and clear policy and procedure that sets out the limits of authority and the reporting lines & processes to ensure compliance. This is vital in ensuring that the Operations, Reporting, and Risk Management processes are aligned with your directions.
Strategy & Governance
We can either set up a family office from scratch and scale it up and out to meet your needs, or we can help you transform an established family office to better meet your needs in terms of returns, risk, and costs. We build on investment and operational governance processes to make sure the right things are being done in the right way at the right time. We work with carefully chosen technology partners to make sure processes are properly defined, transactions accurately captured, and reporting defined & designed to meet your needs. Finally, we can help you recruit the right people and ensure they are trained in all aspects of your family office strategy, governance, and operations.
Special Situations
In our time managing family offices, we’ve handled many different transactions, deals, and situations. These have included real asset acquisitions & disposals, distressed asset recovery, litigation management, generational succession, principal investing & private placements, secondary market investments both buy and sell, domicile & citizenship matters, and many more. We have the experience, mindset, and training to solve volatile, complex and ambiguous situations.
What people have said about us
(George) is thoughtful, sincere, polite, diplomatic & supportive. His intellect was humble and very experienced. One of the good guys. (Partner at leading Hedge Fund, London).
Piers is very capable and agile in terms of his ability to move between asset classes. (Head of Family Office, London)
George is a rare breed of financial steward and family office consigliere who displayed the utmost loyalty and duty of care to his Principals, (with) unstinting professionalism and unflinching composure during a massive private equity portfolio restructuring. (Restructuring Partner specialising in Secondaries & Special Situations, Boston).
(Piers) is a very professional and focused investor. He’s one of the best allocators out there. (Fund manager, London).
Piers is really good because he is highly practical. He knows his stuff - he could talk in great detail and with great authority about the investments, but he was also able to translate it into (plain) English for the trustees. (Trust Director, Guernsey)
Get in Touch
We’d love to hear your family, business, and investing story so far and hear about your ambitions for the future. We’d be delighted to have a no-obligation & confidential discussion with you to see how we might be able to help you protect that story and realise your ambitions. Our email addresses are at the bottom of this page, or use the form on the “Contact Us” page.