On a daily basis we speak with professionals who work with clients who are seeking an extra helping hand when it comes to organising their finances. Often it is where an individual’s spouse has taken care of the finances and life admin and then the spouse becomes unable to continue to undertake this role, whether it be because of dementia, death, divorce or just an inability due to old age.
Read MoreFamily 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.
Read MoreThis week we have had the joy in celebrating our first birthday. This is a very exciting time for us at Otium Partners as we have achieved a lot and have a lot more to achieve. We have worked extremely hard over the past 12 months building a business that has the mission to save our clients time, the one thing you cannot create more of.
Read MoreFamilies 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 effect on a person’s finances and their ability to deal with these effectively.
Read MoreIt 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.
Read MoreOne thing that we’ve found extremely interesting when researching and launching the lifestyle management (also known as concierge) arm of our business is how much society’s attitude has changed to the DIY approach.
Read MoreThe 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.
Read MoreNews from Otium Partners We have released our very first Newsletter, where we talk about the fantastic launch event and the great Ty Hafan fundraiser. Along with client stories involving our Concierge and Debt Advisory services.
Read MoreOur Corporate Concierge service is designed to take away the mundane and time-consuming tasks from your business to make more time for productivity. Our highly experienced team will provide you with exceptional service in all aspects of your business needs.
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