What is a Family Office?

What is a Family Office? Family offices are traditionally investment-led, private wealth management advisory firms that assist ultra-high-net-worth individuals and families. They differ from pure wealth management firms in that they offer a holistic service to manage “the business” of the individual or family. Typically, the level of [...]


Dementia and Finances

Dementia and Finances Families are being urged to consider the financial impact of their loved ones being diagnosed with dementia. According to the charity Alzheimer’s Society, about 850,000 people in Britain have the condition, with a new diagnosis made every three minutes. This can obviously have a massive [...]


Low-value tasks affecting a professional’s productivity

Low-value tasks affecting a professional’s productivity It is hugely important for businesses, regardless of their size, to review the time spent by their employees on low-value client tasks which can consume so much time. Typically, the professionals – accountants, solicitors, bankers, financial advisors etc tend to be the [...]


What is Debt Advisory?

What is debt advisory The term ‘Debt Advisory’ is used by a variety of professionals and businesses, however many individuals still don’t really know what it is. This is because each profession tends to take a different stance on its’ definition of Debt Advisory as a service. Generically speaking, [...]