1. Family Office Services
Catherine Grum
Head of Family Office Services

2. What is a family office?

3. A concept, not a structure
It can therefore take many forms:
The FD or another employee of the family business helping with personal investments
A member of the family taking full-time responsibility for the family’s assets
Hiring a team of specialists organised through a complex legal structure
A trusted adviser becoming directly employed by the family to help manage things
The professional management of a family’s assets and personal affairs

4. When should you consider a single family office?
Against
For
Complex needs
Control
Financial goals
Family’s vision
Regulation
Quality
Costs

5. Conversation Topics Transparency versus confidentiality Co-investing
Impact Investing
Outsourcing
Investment opportunities
Incentives
Next Gen