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Multi family offices – the new dominant force in family wealth
“If you have seen one family office, then you have seen only one family office” is a regularly cited adage in the world of wealth that extols the uniqueness of each wealthy family and their needs. Family offices offer unique propositions that distinguish them from conventional private banks and wealth managers. In this guide, we will explore the distinguishing benefits of family offices.

Nick Perryman
10 min read


How can your family wealth survive through generations?
We explore strategies for successful intergenerational wealth transfer - focusing on family values and governance, and investment strategy.

Nick Perryman & Dr Baris Serifsoy
11 min read


As a business owner, should the asset allocation in your investment portfolio be different?
Having the right strategic asset allocation will deliver the vast majority of your returns. As a business owner, should yours be different?

Nick Perryman & Dr Baris Serifsoy
6 min read


Does investing in collectibles and passion assets make sense?
From art to wine, and classic cars to antique furniture. We explore the risk and return characteristics of collectibles and passion assets.

Nick Perryman & Dr Baris Serifsoy
8 min read


Negotiating your wealth management fees
What drives the advisor at your wealth management firm or private bank? We reveal some of the underlying motivations and how to manage them.

Nick Perryman & Dr Baris Serifsoy
6 min read
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