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A Curated Directory of Individually Reviewed and Approved Family Office Service Providers Across the UK
Unlike generic business directories, every firm listed here has been individually assessed for proven experience within the family office environment — giving principals confidence that whoever they engage understands the discretion, complexity and long-term perspective that family offices require from day one.
If your firm provides services to family offices and would like to be considered for inclusion, contact James Taylor at office@privatemarkets-group.com.
All applications are individually reviewed before approval. Inclusion is not guaranteed.
Categories: Accountancy / Tax · Investment Consulting · Foreign Exchange · Mergers & Acquisitions · Trust & Fiduciary · Insurance
Specialist firms providing the full spectrum of financial and professional advisory services to family offices across the UK.
From tax structuring and accountancy to investment consulting, foreign exchange, trust and fiduciary services, mergers and acquisitions, and insurance — each firm has demonstrated extensive experience serving the complex financial needs of single and multi-family offices.
KPMG — Accountancy & Tax · UHNW & family office advisory, UK
RSM UK — Accountancy & Tax · Scalable global family office solutions
Evelyn Partners — Tax & Wealth · Custodians of family & private wealth, UK
Deloitte UK — Tax & Advisory · Multi-disciplinary UHNW family office team
EY — Advisory · Family office strategy, legacy & governance
Buzzacott — Accountancy · Holistic outsourced family office services
Tax Advisory Partnership — Tax · Full-service family office coordination & planning www.taxadvisorypartnership.com
Stonehage Fleming — Investment · Leading independent multi-family office, UK
Schroders — Investment · Wealth planning, philanthropy & banking
Wren Investment Office — Investment · Multi-family office, London — wealth management www.wreninvestmentoffice.com
Holden & Partners — Advisory · Bespoke family office strategies, short & long term www.holden-partners.co.uk
C. Hoare & Co — Banking · UK's oldest private bank, family office specialists
HSBC Private Bank — Banking · Family office wealth management & preservation
UBS — Banking · 160+ years serving multigenerational family offices
IQ-EQ — Trust & Fiduciary · Family office asset management, UK
Ocorian — Fiduciary · Bookkeeping, payroll & bank account management
Moneycorp — Foreign Exchange · High-value FX for UHNW & family offices
Rothschild & Co — M&A · Global advisory with deep family office credentials
Howden — Insurance · Private client & high-value asset cover
Categories: Legal · Reputation & Privacy
Expert legal advisors and reputation management specialists with a deep understanding of the sensitivities involved in advising family offices and ultra-high-net-worth individuals across the UK.
Firms in this section provide legal counsel, privacy protection, and reputational risk management tailored to the family office environment.
Charles Russell Speechlys — Legal · Specialist family office legal services, London www.charlesrussellspeechlys.com
Russell-Cooke — Legal · Comprehensive family office legal services, London www.russell-cooke.co.uk
Harper Macleod — Legal · Expert family office services, Scotland
Farrer & Co — Legal · Pre-eminent UK family office law firm since 1701
Withers — Legal · International private client & family office law
Schillings — Reputation & Privacy · UK's leading UHNW privacy firm
Carter-Ruck — Reputation · Chambers Band 1 defamation & privacy law www.carter-ruck.com
Categories: Human Resources · Recruitment · Employability · Family Office Software
Operational specialists supporting the day-to-day running of UK family offices.
This section covers human resources, executive recruitment, employability services, and dedicated family office software solutions — all provided by firms who understand the specific operational demands and confidentiality requirements of the family office structure.
Leathwaite — Recruitment · Executive search for family offices, global
Addepar — Software · Investment management & reporting platform
Eton Solutions — Software · AtlasFive® integrated family office platform
FundCount — Software · Accounting & reporting built for family offices
Categories: IT Development · Technology Advisors · Security & Protective Services
Technology and security providers with proven experience working within high-net-worth and family office environments across the UK. From bespoke IT development and strategic technology advisory to physical security and protective services, firms in this section offer the highest levels of technical expertise and discretion.
Kroll — Technology · Cyber security & digital risk for family offices
Control Risks — Technology · Digital & operational risk, private clients
Solace Global — Security · Spear's 500-recommended UHNW protective security
Westminster Security — Security · Close protection for HNW families, London www.westminstersecurity.co.uk
Categories: Health Concierge · Hotel Collection · Jewellery & Timepieces · Yachting Services · Monaco · Travel Partner
A carefully selected collection of luxury lifestyle and concierge service providers trusted by ultra-high-net-worth families across the UK and internationally. Covering private health concierge, exclusive hotel collections, fine jewellery and timepieces, yachting services, Monaco lifestyle, and bespoke travel partnerships — each firm brings unrivalled expertise in serving discerning private clients.
The London General Practice — Health · Private GP & health concierge for UHNW, London
HCA Healthcare UK — Health · Premier private health services, London
Knightsbridge Circle — Concierge · Invitation-only UHNW lifestyle management
Ten Lifestyle Group — Concierge · Global luxury lifestyle management, London HQ
Winged Boots — Travel · Spear's-recommended private travel management
Burgess Yachts — Yachting · World-leading superyacht brokerage, London
Camper & Nicholsons — Yachting · Superyacht charter & brokerage since 1782 www.camperandnicholsons.com
Categories: Wealth Planning · Family Governance · Investment Management · Philanthropy · Trust & Structuring · Next Generation
A curated selection of individually recognised specialists across the full spectrum of private wealth advisory — identified for their expertise, track record and deep understanding of the distinct needs of single family offices, multi-family offices and ultra-high-net-worth principals across the UK and internationally.
Inclusion does not constitute a personal recommendation.
Bridget Kustin, PhD
Ownership Project 2.0: Private Capital Owners and Impact, Oxford Saïd Business School
Research on family offices and private wealth
Charlotte Filsell
Schroders Family Office Service
Wealth management · Philanthropy
Catherine Grum
Catherine Grum Consultancy
Wealth planning · Next generation
Priyanka Hindocha
Stonehage Fleming
Wealth planning · Family governance · Succession
Andra Ilie
HSBC Global Private Banking
Family Office, Governance and Philanthropy
Robert Kalff
HSBC Global Private Bank
Comprehensive wealth management
Annamaria Koerling
Delfin Private Office
Strategic wealth advice
Darren Allaway
Goldman Sachs
Investment management
Christian Armbruester
Blu Family Office
Alternative investments
James Arthey
Barclays Private Bank & Wealth Management
Wealth creation strategies
Jeremy Dunn
UBS
Global Family and Institutional Wealth
Rusty Elvidge
UBS
Global Family and Institutional Wealth
Andrew Gallant
Deutsche Bank AG
Single-family offices
François-Olivier Mercier
UBS
Multi-jurisdictional family & institutional wealth management
Naomi Rive
Highvern
Private Capital
Edward Simmons
The Blackstone Group
Institutional-level solutions
If your firm provides services to family offices and would like to be considered for inclusion, contact James Taylor at office@privatemarkets-group.com.
Important Notice: Inclusion in the Family Office Directory does not constitute a personal recommendation. Users should conduct their own due diligence before engaging any listed firm. This directory is maintained for informational purposes only.
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