Briefing Notes and insights for those of significant wealth.

Family Office Briefing Notes

We invite you to read some of our briefing notes and answers to frequently asked questions below. If you would like any further information on the subject-matter or content of these, please do not hesitate to get in touch.

The Pros and Cons of a Virtual Family Office

Family Office

The Pros and Cons of a Virtual Family Office A virtual family office is a progressive evolution of the single family office. It aims to tackle some of the issues that single family offices face by outsourcing a large amount of (principally operational) work, helping...

Why consider a private bank for your everyday banking?

Lifestyle

For the extremely wealthy, the decision on where to deposit one’s funds is an important one. Recent history has shown us that no bank is ‘too big to fail’, and the perceived safety of funds on deposit has certainly changed as a result. While most banks are now...

Why should HNWI’s make use of confidentiality agreements in the home?

Legal Services

While we would all wish for our private affairs to stay private, for many of us those affairs will be of little more than passing interest (if any) to the media, our neighbours or business partners. As one’s affairs become either more public, more significant, or...

What is a Virtual Family Office?

Family Office

Virtual family offices are the increasingly popular solution to help HNWI’s handle everything from daily operations to physical asset management. Here, we explain what a VFO is, its services and the benefits of using one. Virtual family office definition Simply put,...

So, you can afford a private jet. But should you buy one?

Asset Management

Private jet ownership is a dream which few but the most wealthy individuals are able to achieve. For those who can, however, the choice of ownership options available has never before been so broad or so well structured. As a virtual family office, we are able to...

Existing Clients

Log in to access your client portal and your consultant's 24-hour contact number.

If you require access to additional online services, please ask your consultant to make the changes.

Client Login

Become a Client?

We typically cater to high net-worth families and individuals with net assets valued in the £20m-£500m range. If you would like further information on our services, please contact us using our form.

Contact Us

In the Press / Media

From time to time, we are invited to comment on recent developments in the luxury/wealth-management spheres. Below is a sample of some of those articles. If you would like any further information on the subject-matter or content of these, please do not hesitate to get in touch.