Strategic advice

Our expertise in working with families across their personal financial and business interests enables us to offer clients rounded perspectives as they look to tackle the challenges of managing substantial private capital and family dynamics.

A family’s relationship with its businesses and financial interests can be complex and the distinction between ownership and management can sometimes become blurred.

We work to ensure that structure and strategy align to deliver in the best interests of your family over the long term, covering considered advice on:

  • family governance
  • family constitutions
  • setting up single family offices
  • next generation preparation, and
  • succession planning



Contact us

Rupert Phelps
Rupert Phelps

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

Contact us

Chris Kenny profile image
Chris Kenny

Partner London +44 (0)20 7131 4680

Related content

Succession planning

Succession planning

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

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.

Our connections

Working with international family members

Managing communication and facilitating family requirements across multiple jurisdictions.

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.

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.

Smith & Williamson websites use cookies. Find out about cookies here. By continuing to browse this site you are agreeing to our use of cookies.