The best family office services providers - Spear's Magazine

The best family office services providers

The best family office services providers

Welcome to the Spear’s ranking of the best family office services providers in the UK. The list features our Top Ten, Top Recommended and Recommended advisers

For wealthy families looking to manage and co-ordinate their financial assets effectively, a family office service providers can be worth their weight in gold.

Family offices are private companies that support a number of functions for wealthy families including the smooth running of day-to-day affairs as well as more complex matters involving wealth management and strategy. These issues are particularly important for families with assets and interests in multiple jurisdictions.

Family office service providers can cover a wide range of services including philanthropy and charitable giving, family business matters, taxation, insurance and other issues pertaining to the complexities of international wealth.

About the rankings

Spear’s publishes annual rankings of the top private client advisers and service providers to HNWs. These are drawn up on the basis of peer nominations, client feedback, telephone and face-to-face interviews, data supplied by firms, as well as information gathered by the Spear’s editorial and research teams.

The UHNW wealth managers featured in the 2021 edition of the Spear’s Wealth Management Index are included in the table below, along with their Spear’s ranking, and, where possible, their self-reported minimum account size, team assets under management (AuM), typical size of client accounts and fee-charging structures.

Click on the individual names to be directed to more detailed profiles of each adviser on spears500.com. (The table is ordered by ranking and then alphabetically by surname.)

 

Click here to access the findings of the 2021 Spear’s Wealth Management Survey. We asked leading wealth managers to VHNWs and UHNWs (those with more than $5 million in investable assets) what they think of the forces affecting their clients’ wealth, the global economy and their own industry

More rankings

The best wealth managers for high-net-worth clients UK

The best wealth managers for ultra-high-net-worth clients UK

To explore all the Spear’s indices, and to use our find-an-adviser tool to identify the private client adviser who is right for your specific requirements, go to the Spear’s 500 website.

To receive relevant research updates from Spear’s – and thereby give you and your firm the best chance of being included in future Spear’s indices – please register here.

If you are an adviser featured in index and would like to update your profile or provide additional information, please email rasika.sittamparam@spearswms.com.



 

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