0333 11 11 222 About us Careers Subscribe Contact LOGIN People Services Insight Events Search Investment advisory to family offices Working with you to deliver your family office investment aims, now and in the long-term Home Services Investment advisory to family offices With a multi-generational nature and truly long-term investment horizon, family offices can take advantage of their unique position in the investment arena. They balance their investment objectives and risk appetite between a desire to grow their investment portfolio and a responsibility of capital preservation for the next generations. What is family office wealth management? A family office is essentially an advisory organisation that is responsible for the investment portfolio of a wealthy family and high net worth individuals. Generating a regular income or dividend for the family members is a key consideration for family offices. Therefore, the return objective will mostly be expressed as a certain percentage above inflation, as the capital needs to be at least preserved in real terms. Given their long term nature and less regulated environment, family offices have much more freedom in the way they invest, compared to other asset owners. Family office investments can accept larger portions in illiquid assets, private markets and new types or niche asset classes in order to capture risk premia not always available to other investors. Family office investment management services Our family office investment team assists boards, investment committees, Chief Investment Officers and in-house investment teams with a variety of services — from clarifying objectives and investment beliefs, to defining asset allocation and strategy and selecting the right managers and monitoring them. By working in partnership with our clients, we deliver a clear, long-term, bespoke and integrated family office investment service that allows them to make decisions in an informed and timely manner. Our dedicated team of family office experts has a long track record in advising families and their investment offices with their investment arrangements in the UK, Europe and the Middle East. Find out more Please contact Michel Meert, Principal and Senior Investment Consultant, if you would like further information. EMAIL MICHEL Contact us If there is anything you do not understand, or for further information, please call on 0333 11 11 222 or email us. Helping to deliver your investment aims Our expert, independent service can guide you in everything from governance to strategy, portfolio construction and manager selection, and considerations around responsible, sustainable investing. FIND OUT MORE Related knowledge and resources Key contacts David Clare Partner Michel Meert Head of Investment Advisory to Family offices, Endowments and Foundations Rod Goodyer Partner and Interim Head of Investment Consulting Move Left Move Right VIEW ALL Blogs Growing returns: investing in agriculture Is now a good time to invest in agriculture? We feel that agriculture is an asset class that can provide an attractive and dive… Impact investing using ESG risk to create opportunity Investors are more aware of the risks to financial returns that come from ESG issues, but do they know enough about the impact … Decoding net zero With the net zero movement mounting and companies going carbon neutral, we take a closer look at what this really means. VIEW ALL FURTHER READING Accessibility Annual report and accounts Diversity and inclusion Gender pay gap analysis Glossary ISO Legal notices Slavery and human trafficking Privacy policy Sitemap Subject access request SIGN UP FOR EMAIL UPDATES Stay ahead with our latest comment, expert insight and event notifications SIGN UP NOW MANAGE YOUR PREFERENCES SOCIAL Copyright © Barnett Waddingham 2021 LinkedIn Twitter Facebook Email