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.

Rupert Phelps

Rupert Phelps

Partner, Family office services

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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.

How we can help

 

Capital at risk. The value of investments and the income from them can fall as well as rise and you may not receive back the original amount invested.

 

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.

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