Approved Consultancy advisors, Simon Bloom Consultancy and KPMG are listed below:

KPMG has a team of specially trained family business consultants across the UK. Our clients range from HNWIs and family offices to multi-generational family business with many shareholders. 


Our role is to help the family, and other stakeholders, understand their options for the future and support them in making decisions that combine their aspirations, traditions and values. Our consulting process has been developed over 20 years and is based on extensive research combined with practical experience. 


  • Why does the family want to continue in business? - A shared purpose helps a family, and the business, define the financial and non-financial returns on investment that combine to represent overall success. Articulating what the family is striving to achieve by being in business is critical because without a shared purpose, there will not be enough glue to bond the family in their collective investment. 
  • What role do the family want to have in the business? - A family’s involvement and interaction with their family business can change through generations. We can help families identify, based on the capability, capacity and willingness of the family, their role within the business and the potential to involve non-family members into the business if necessary. 
  • How does the family and the business need to be organised to achieve this? Our process provides a diligent way to create durable governance structures and effective policies for a family business. It explores the relevant issues in a methodical manner, ensuring the key principles of governance including representation, leadership, accountability and decision-making are addressed.


We provide an independent and experienced view and have the skills to facilitate discussions on matters that can sometimes be sensitive. As enthusiastic champions of family entrepreneurship, we are actively involved in improving the overall awareness of the economic and social contribution made by family businesses.


For further information, please contact:

Catherine Grum

Head of Family Office Services

Phone: +44 20 76942945

Mobile: +44 7796 278491


Website: KPMG Family Office

Simon Bloom Consultancy is a unique, psychologically informed business consultancy working with families to help run and transition family enterprises. SBC works with a range of enterprises, from small start-ups to multi-generational International families with significant wealth. SBC specialise in developing both human and financial capital to help families utilise their wealth in the best way possible. 


Using neuroscience, organisational consulting coupled with strong financial acumen, SBC is uniquely placed to interact with individual family members and businesses as a whole. 


SBC uses an approach called the Four Quadrant model. This looks at four distinct areas that people need to develop in order to achieve better double bottom line results for both human and financial assets. The Four Quadrants are:

  1. Emotional Intelligence
  2. Professional Skills
  3. The Culture of the Family and Work Place
  4. Financial and Business Systems


SBC will assess each quadrant, to establish and understand how skilled an individual is in each area. A plan is then produced, for each family that is bespoke, integrated and creative, with appropriate solutions and recommendations to achieve its maximum potential. 


If you would like to discuss how SBC could help your organisation - please get in touch by:



Telephone: +44 (0)20 8537 1652


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