Expertise and bandwidth for families and their family office.
A generational transition, the sale of a major asset, a project the office needs assistance with. We advise, and when asked, we can assist alongside the office team and the family's advisers.
Our partners have done this work from inside family offices.
Our partners have worked for families within their family office, as an executive, its adviser or a member of its board. They understand family dynamics, know how an office works day to day, and where both can go wrong.
Meet the partners
Gilles ErulinFounding Partner
Isabelle IraniPartner
Paul ReynoldsPartner
Andy WadleyPartner
John SaundersAffiliate
Aymeric ErulinPartner & COOWhen we're called to help.
A generational transition
The founder steps back, or has gone, and the next generation takes over an office built for someone else. We help the family decide what changes, and see the office through it.
Learn moreThe sale of the family business or a major asset
The family sells its business, or a controlling stake. We run the family's side of the process with the advisers it has already appointed, so the office can keep doing its job.
Learn moreA project the office needs assistance with
The office has to set itself up, change shape, review its allocation or fill an empty seat, and has neither the time nor the expertise to do it alone. We lead the project hands-on, working with the office team and the family's advisers until it is done.
Learn moreMost of what we do does not fit a service page.
Situations without a nameHow we help.
We advise
We support the family and the office team when a second opinion before a decision, or the review of a structure, a team or a portfolio, is needed.
We step in
A partner works inside the structure, leading a project or holding a seat on an interim basis, until the work is done.
We represent
A partner represents the family on the board or the investment committee of its office, or chairs the family council as an independent.
We facilitate
We facilitate family governance, and the handover of an office or a business, as an independent voice that all family members can trust.
We find the right people
When the family does not yet have the people it needs, we introduce them from the partners' network: a trustee, a lawyer, a banker or an executive search firm.
What we hear from families and their offices.
-
01 We are about to sell the family business and no one on our team has run a process like this.
We bring the M&A experience the in-house team has not needed until now, run the process from the family's side with the advisers already appointed, and keep the office free to do its day job.
Learn more -
02 We have a project the office cannot take on alongside the day job.
A restructuring, an audit or a reporting overhaul: we lead it hands-on, with the team in place, until it is done.
Learn more -
03 Our chief executive is leaving and we need someone in the seat by next week.
A partner holds the role on an interim basis, keeps the office steady, and helps the family and the board decide what comes next.
Learn more -
04 We want to set up a family office and do not know where to start.
We work with the family to say what it wants from an office, then translate that into structure, people, advisers and jurisdictions, in that order.
Learn more -
05 We need an independent voice on the investment committee or the board.
A partner sits with the family's committee, asks the questions an insider cannot, and represents the sole interest of the family.
Learn more -
06 We are moving from one generation to the next and the office was built for the previous one.
We bring the unspoken assumptions onto the table, translate the family's decisions into a new operating model, and see the office through the change.
Learn more -
07 We inherited an office we were never shown how to run.
We learn the office with the new principals, say plainly what it does and what it costs, and put them at the centre of its decisions.
Learn more -
08 Our situation does not have a name.
Write a few lines to a partner. We will say quickly whether we can help, and suggest who can if we cannot.
Learn more
Our tools.
Family office cost calculatorEstimate what your office should cost. The calculator takes into account the structure, the services and the assets managed by the office.Run the calculator
Family office self-auditTwenty questions that show a family how much it knows about its own office.Take the self-audit
White paper: family governanceWhat family governance is, what it can do for a family, and how it differs from corporate governance.Read the white paper