Approved Consultancy suppliers are listed below in alphabetical order:
Family Office Advisors LLP
Withers Consulting Group
Family Office Advisors LLP, an independent and objective consulting company which advises on, establishes or restructures investment and reporting solutions for family offices, wealthy individuals, trust companies and regulated investment & wealth managers.
John Elder, the Managing Partner, also acts in a general advisory capacity to family offices, family operating companies and family members, in addition to serving as an Independent Non-Executive Director on the boards of a series of investment funds.
Previously, John was Managing Director of Multi Manager Investment Solutions for EMEA, within the Global Family Offices group at Northern Trust, based in London.
John has more than 30 years broadly based financial services experience encompassing consulting, investment management and financial planning and is a Chartered Fellow of the Chartered Institute for Securities and Investment.
Family Office Advisors generally works with our clients’ other advisors to construct a solution and we will refer clients to our network of connections to provide additional services, where required.
We are always pleased to have an initial meeting without obligation to discuss your requirements and objectives and if we can’t help, we will generally know somebody who can.
If you would like to have a meeting to discuss ways in which we can help you, please contact John using the telephone number or email below.
Tel: +44 (0) 7748-140-009
A boutique 'Business and strategic marketing consultancy' based in the UK, that assists institutions in the wealth sector and family offices innovate for growth.
Range of business growth mandates undertaken across both the corporate and family office sector include assisting to: start new businesses: develop new solutions: build new distribution channels: enter new markets, i.e. Asia and build brands. Mandates which have been specific to the family office sector, have included: getting ideas fit for investment raising: investor relations and building female capital.
To date, the consultancy has worked with a number of the leading wealth management players across EMEA and Asia - assisting to start 6 new businesses, transform 5 businesses, develop and launch over 30 solutions and reposition three brands. Expansion into Asia has been a consistent theme. Sabila is a frequent speaker at wealth management summits in Asia.
Given there is no substitute for a face-to-face meeting to assess the value that we could provide, please contact Sabila Din, Founder & CEO, for an initial conversation:
Telephone: +44 (0) 207-823-3893
Mobile: +44 (0) 7831-650-381
Withers Consulting Group is an international consultancy advising enterprising families, family offices and entrepreneurs. Put simply, we work with families to identify their vision and help them to achieve it. This involves a cutting edge consulting framework, built on technical expertise and experience along with research in governance design, business operations, family systems and organisational development. We have consultants based in Europe, Asia and the US and work with families globally.
We have a wealth of experience working with and educating families and family business advisers. Our consultants understand that every family is unique and that success brings many rewards and challenges. Some of the current family challenges we can help with include:
preparing the next generation
setting up a family office
moving from natural governance to a more structured governance system.
As well as assisting with current issues we help families find solutions and pre-plan in order to effectively deal with challenges that may arise in the future. On a project basis our consultants work to deliver a blueprint, tailored to meet the family’s own vision, taking into account the past and current situation. Once agreed, we work with the family’s technical advisers to ensure the work is implemented effectively.
Some of the themes of our work include:
Understanding and dealing with conflict effectively.
We regularly provide tailored training sessions and workshops for family members and family business advisers.
Contact Withers Consulting Group:
Telephone: +44 (0) 20 7597 6852