Founder
Family Office Services
Business & Entrepreneurship
London
Wealth planning
Wealth preservation
Families
UHNW
Financial Services
Wealth Management & Private Banking
Wealth adviser
Spear’s Review
David Alexander founded AAG Wealth Management in 1995 and stayed until it was subject to a management buyout in 2016. ‘Wealth management is in the blood,’ he says, ‘but we started Pall Mall Family Office not so much to manage people’s assets, but to manage their lives.’
The firm aims to ‘liberate UHNW families from unwanted complexity in their lives whilst ensuring their legacy is protected for generations to come’.
One way in which Alexander hopes to achieve this is with an encrypted cloud document storage platform, which makes clients’ documents quickly and securely available to the right people, regardless of where they are.
Rank: Top Recommended
Top Recommended 2023, Family Office Services