Perspective

The modern family office: meeting the needs of today’s wealthy families

Having managed family wealth for generations, we are familiar with the needs of families and with the evolving challenges they face.

At one level families’ requirements are like those of all investors, in that they seek to safeguard their wealth and grow it over time. But in other ways their needs can be significantly more complicated.

Family members may live across many countries and they may require global investment solutions, with a wider range of asset classes.

They may also need specialist help when it comes to implementing through their investments their particular values in relation to the environment and society.

Our family clients’ wealth originates from many sources, with a high proportion being first-generation wealth arising through business ownership.

Our own business is still largely owned by the Schroder family, and as a result of that ownership we have a unique insight into the needs of today’s families of wealth.

This article is issued by Cazenove Capital which is part of the Schroders Group and a trading name of Schroder & Co. Limited, 1 London Wall Place, London EC2Y 5AU. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. 

Nothing in this document should be deemed to constitute the provision of financial, investment or other professional advice in any way. Past performance is not a guide to future performance. The value of an investment and the income from it may go down as well as up and investors may not get back the amount originally invested.

This document may include forward-looking statements that are based upon our current opinions, expectations and projections. We undertake no obligation to update or revise any forward-looking statements. Actual results could differ materially from those anticipated in the forward-looking statements.

All data contained within this document is sourced from Cazenove Capital unless otherwise stated.