Family office services

We are an experienced guardian of a family’s assets and financial affairs, acting for clients including entrepreneurs and long established families with substantial private capital and varied business interests.

Contact us

Rupert Phelps
Rupert Phelps

Partner, Family office services London +44 (0)20 7131 4663

Providing wealth management services to the holders of substantial private capital, their families, trusts and companies, both in the UK and internationally has been a major part of our business since its launch in 1881.

As a firm, we offer an unusually broad range of wealth management expertise enabling families to protect capital now, and enhance their legacy for future generations.

By combining investment management, personal financial planning and tax and corporate advice under one roof, clients benefit from a genuinely holistic view of their family’s finances. This unique combination of services enables us to tailor bespoke advice to reflect a family’s objectives, needs and aspirations, which can be flexed as requirements evolve.

Due to our firm’s collaborative culture, families across the generations can be confident that we will always pursue a joined-up approach, ensuring there is full coordination with all those involved in a family’s affairs.

 

Investment does involve risk. The value of investments can go down as well as up. The investor may not receive back in total the original amount invested.

Our services

Our credentials

Experienced

Our first family office client joined us in 1917 and is still a client today, demonstrating our ability to build lasting relationships that endure through the challenges of succession and change.  

 

Dedicated

You will benefit from a co-ordinated, multi-disciplinary service from our specialist partner-led team, many of whom have been with us their entire career. This exceptional team stability allows the development of deep relationships and understanding and ensures continued excellence of service.

Independent

We are privately owned and aligned to our clients’ interests rather than motivated by short-term results or product sales. A successful long term relationship also requires integrity and impartiality, which are central to the Smith & Williamson ethos.

How we can help

Integration wealth management

Integrated wealth management

Combining investment management, financial planning and tax advice to ensure all your needs are met.

 Shaping family financial strategy

Shaping family financial strategy

Devising a strategy and structure to reduce complexity and deliver results in the best interests of your family.

Succession planning

Succession planning

Protecting your legacy, capital, family values and engaging with the next generation.

Guiding families through change

Guiding families through change

Dealing with the impact of changing circumstances and sensitive issues.

Our connections

Working with international family members

Managing communication and facilitating family requirements across multiple jurisdictions.

Working with international families

Our connections

Beyond our remit we can help match families with the right advice at the right time.

Related content

Family Business Survey 2017

Family Business Survey 2017

The results show that the current generation of business owners face more varied challenges than their forebears.

Guide to successful family meetings

Part 1: Why have a regular family meeting?

Having a regular forum to assess financial performance and debate future activity can lead to a new sense of direction and unity for the whole family.

Guide to successful family meetings

Part 2: Running your family meeting effectively

These guidelines will help ensure your agenda runs smoothly and achieves the goals you have set.

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