Your family’s wealth may be the result of your own business’s success or you may be the steward of wealth inherited from earlier generations. In either case, the challenges you face will be similar to those seen by the other families we advise.
There may be continuing business interests to oversee, different family members’ needs to meet and differences of opinion between individuals to balance. More often than not, families will feel strongly about the charitable causes they want to support. And, increasingly, our family clients are expecting their investments to deliver positive social and environmental outcomes – in line with their values.
Schroders is a leading adviser to family clients at the very top end of the wealth range and to their family offices. In 2020 we reached an agreement to buy London-based family office Sandaire, enhancing our ability to offer an exceptional service to multi-jurisdictional families and their advisers.
Schroders is still 48% owned by the family who founded it over 200 years ago. We have offices in London and the Channel Islands – where we operate under the Cazenove Capital name – as well as Switzerland, Hong Kong and Singapore where you will know us as Schroders Wealth Management.
Your family is unique, as is mine, but the challenges we face and the choices we make have been navigated by other families before.
Complex requirements call for strong governance and expert, discreet and flexible services that can adapt to your family’s unique make-up. We understand the responsibility that comes with family wealth. We can help ensure your generation achieves its ambitions, and that the values you set will live on through future generations. To help, we have produced “Managing Family Wealth”, a document which reviews the various options open to families who are considering how best to manage and oversee their assets. If you would like to receive a copy, please contact a member of the team.
John Stone established the Stone Family Foundation in 2005. Fifteen years later he talks to Cazenove Capital about the radical approaches he’s taken to ensure his giving has an enduring impact. Watch and hear his conversation with Clare Anderson.
CASE STUDY
We bring a range of services to a UK family office who have 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.
CASE STUDY
Following the sale of a family-owned business, our client came to us for advice on estate planning and investment structuring. We helped them plan for the efficient transfer of wealth to their children and charity, while providing a high degree of flexibility and minimising complexity.
To discuss your wealth management requirements, or to find out more about our services, please contact us or leave your details here and we can contact you.
