“We are delighted to be sponsoring the London Business School Institute of Entrepreneurship and Private Capital’s first Family Office Conference.

The event will cover a wide range of topics relevant to single-family offices and high net worth, multi-generational families. Attendees will have the chance to network with peers facing similar opportunities and challenges and participate in joint learning exercises.

Schroders Family Office Service works with established family offices as well as families considering setting up a family office. We build strong relationships with families and their existing advisers, drawing on both our expertise across investment, wealth planning, philanthropy and our deep knowledge of the challenges that families can face.”

Clare Anderson
Head of Schroders Family Office Service

Family Office Conference at LBS

Date: Tuesday 21 February 2023 - Wednesday 22 February 2023

Time: 09:00 - 18:00

Location: London Business School, Regent's Park, London, NW1 4SA

How we helped a family office manage assets for a multi-generational, international family

We are responsible for a range of services to a UK family office that has appointed us to manage the family’s liquid investments. We provide the family office and the individual family members with customised reporting and administration. Some members of the family live overseas and many are involved with a family charitable trust.

How we helped an entrepreneur following a significant business sale

Following the sale of a family-owned business, our client came to us for advice on estate planning and investment structuring. We helped her plan for the efficient transfer of wealth to her children and charity, while providing a high degree of flexibility and minimising complexity.

 

Managing family wealth

Whether you have created your family’s wealth yourself
or are responsible for safeguarding it for another
generation, you will face important decisions and choices
as you consider how the assets should be managed.

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