Family office service providers in the UK offer tailored solutions to support families in managing their wealth and ensuring their legacy. From custom investment plans to full-scale wealth management, these providers address the unique needs of high-net-worth families with expertise and attention to detail.
This guide highlights how each provider helps families preserve their wealth, values, and goals through personalised financial strategies.
Schroders Family Office Service
Schroders Family Office Service provides bespoke solutions that fit the unique needs of each family. The team at Schroders is dedicated to addressing the complexities of managing family wealth, allowing families to concentrate on their most valued interests. With decades of experience serving similar families, Schroders offers a flexible suite of services from which families can select as needed, ensuring a personalised approach to wealth management.
The service is not only focused on unparalleled global investment expertise but extends beyond that to include comprehensive support in navigating the multifaceted aspects of wealth maintenance. Committed to understanding and overcoming the challenges that come with substantial wealth, Schroders is a trusted partner in facilitating the vision of successful stewardship for families worldwide.
Deloitte Family Office
Deloitte Family Office specialises in a wide range of private wealth solutions. Their multidisciplinary team works closely with families to help them achieve financial goals, craft global wealth strategies, and establish sustainable plans for the future.
By focusing on each family’s unique needs, Deloitte ensures wealth preservation and long-term legacy, offering invaluable support for families and their family offices.
KPMG Family Office
KPMG Family Office supports families across generations, helping them meet both shared and individual goals through efficient operational structures. Their services are designed to save time, streamline decisions, and provide peace of mind, with expertise in family governance, tax advisory and philanthropy. KPMG’s advisors tailor their services to each family’s needs, guiding clients through the complexities of setting up or restructuring a family office.
The firm offers a broad range of specialist expertise to its family office clients, including:
- Family governance consulting
- Strategic and operational reviews
- Corporate governance
- Regulatory and compliance support
- Philanthropy, asset management
- Personal and corporate tax advisory and compliance
- Corporate finance
- Technology advisor
- Financial risk management
EY Family Office
EY Family Office is a trusted advisor to the world's most ambitious business-owning families, including over 90% of the top 500 global family enterprises. With a century of experience, EY professionals specialise in enhancing the growth and longevity of family businesses by optimising key growth drivers, preserving wealth and cultural values, and securing multigenerational legacies. EY teams are skilled not only in investment strategies but also in managing the intricate dynamics that accompany family-owned businesses.
EY helps families set up offices that centralise information, manage risks, and align family interests, all while fostering growth and protecting family values for future generations.
Buzzacott
Buzzacott offers outsourced solutions that provide the benefits of a family office without the need to establish and manage one. Their bespoke package of outsourced solutions is tailored to the unique circumstances of each client, supporting their life, wealth, and business.
Unlike typical family offices that manage investments and outsource other needs, leading to scattered contacts and projects, Buzzacott combines all services under one roof, eliminating the complexities of coordinating with multiple providers and the challenges of running a dedicated family office.
With over 450 specialists, Buzzacott delivers custom financial solutions through a single contact, ensuring a cohesive approach to managing clients' finances and business affairs.
Choosing the right family office service provider is crucial for managing and preserving family wealth effectively. These leading UK firms offer not only financial expertise but also partnerships that help families uphold their values and prepare for the future. Their personalised services simplify wealth management, guiding families through the complexities of substantial wealth with care and precision.
Choose the Right Recruitment Partner for Your Family Office
For those looking to build or optimise their family office with top-tier talent, check out our family office recruitment page. We specialise in placing highly skilled professionals within family offices, ensuring that your financial management and legacy planning are managed by the best in the field.
