Family Office Companies in the UK: Guide to Leading Providers

Managing significant personal or family wealth often involves more than investment decisions alone. Tax planning, governance, succession, risk management and day-to-day financial oversight all play an important role in preserving wealth across generations. For many families, these responsibilities are coordinated through a family office or with the support of specialist advisory firms offering family office services.

The UK is home to a diverse range of providers, from global professional services firms and private wealth advisers to independent accounting and advisory practices. Each offers a different combination of expertise, service model and sector experience, reflecting the varying needs of entrepreneurs, family businesses, private investors and international families.

This guide highlights a selection of companies providing family office services in the UK. Rather than ranking providers, the aim is to offer practical context on the types of organisations operating in this market, the services they typically provide and the clients they are best placed to support.

Acumon

Acumon is a UK firm of chartered accountants and advisors providing family office services to individuals, families and private wealth structures across the UK.

The firm works with private clients ranging from business owners and entrepreneurs through to family investment structures and multi-generational wealth arrangements. Family office services are designed to simplify financial administration, strengthen governance arrangements and support the long-term management of personal and business wealth.

Acumon provides family office support across a range of financial and administrative requirements, including accounting, tax compliance, financial reporting and coordination of professional advisers. Services are tailored to the size, complexity and objectives of each family office structure.

Acumon holds a Public Interest Entity (PIE) audit licence, enabling the firm to support organisations subject to enhanced regulatory oversight in the United Kingdom. In addition to its UK statutory audit registration, the firm also maintains audit licences in the Cayman Islands, British Virgin Islands (BVI), Jersey and Isle of Man, supporting clients with international structures and cross-border reporting requirements.

Many family office structures involve a combination of operating businesses, investment vehicles and personal assets across multiple jurisdictions. Acumon works with families and their advisers to support financial reporting, tax compliance and governance arrangements while helping simplify the ongoing management of complex wealth structures.

Family Office Capabilities

Acumon provides family office services across a wide range of private wealth and corporate structures.

These include:

• family investment structures
• business owners and entrepreneurs
• private investment companies
• international family groups
• family trusts and holding structures
• multi-generational wealth arrangements

Family office engagements are typically led by experienced professionals with direct involvement throughout the engagement.

Regulatory Licences and Registrations

Acumon holds several audit registrations that enable it to support organisations operating across multiple jurisdictions.

These include:

• UK statutory audit registration
• Public Interest Entity (PIE) audit licence
• Jersey audit licence
• Isle of Man audit licence
• Cayman Islands audit licence
• British Virgin Islands audit licence

These registrations allow the firm to support clients operating across both the UK and key international financial centres.

Core Services

In addition to family office services, Acumon provides a range of services that support financial reporting and governance.

These include:

• financial reporting and accounting support
• tax planning and compliance
• statutory external audit
• group and subsidiary audits
• Public Interest Entity (PIE) audits
• charity and not-for-profit audit
• internal audit and governance reviews
• risk management and compliance support

Family office work is often delivered alongside discussions with families and professional advisers regarding financial reporting, tax planning, governance arrangements and long-term wealth management.

Many families require additional professional support as wealth structures become more complex, investment activities expand or reporting obligations increase.

Acumon works with clients that are:

• managing family investment structures
• planning for succession and long-term wealth preservation
• operating through corporate or holding structures
• coordinating financial reporting across multiple entities
• requiring ongoing tax and governance support

Early engagement can help ensure that financial reporting, governance arrangements and tax planning remain aligned with long-term family objectives.

Contact Information

• Website: acumon.com
• Email: mail@acumon.com
• Address: 1-2 Craven Road, Ealing, London, W5 2UA, UK
• Phone: 020 8567 3451

IQ-EQ

IQ-EQ provides family office services for both single-family and multi-family office structures, supporting families with the financial, operational and governance aspects of managing wealth. Their approach reflects the growing complexity of modern family offices, where cross-border investments, alternative assets and regulatory requirements often require coordinated support from different specialists. Alongside administration and reporting, they cover areas such as governance, asset holding structures and risk management, helping families organise their affairs within a structured framework.

One area that stands out is the breadth of operational support available throughout the life of a family office. Their offering extends beyond investment administration to include CFO support, compliance, reporting and family office establishment. They also provide technology for financial reporting, allowing families to access consolidated information across different assets. This makes their services relevant for families creating a new family office as well as those looking to develop or modernise an existing structure.

Key Highlights

• Support for single-family, multi-family and virtual family offices
• Family office establishment and ongoing administration
• Governance and asset holding structures
• Financial reporting and operational support
• Risk management and compliance assistance
• Technology platform for consolidated reporting
• Support for UK and international family office structures

Services

• Family office set-up and management
• Governance and fiduciary structures
• Asset protection and asset holding
• Investment administration and reporting
• CFO support
• Risk management and compliance
• Property and lifestyle management
• ESG advisory

Contact Information

• Website: iqeq.com
• Facebook: www.facebook.com/IQEQGroup
• LinkedIn: www.linkedin.com/company/iq-eq
• Instagram: www.instagram.com/insideiqeq
• Address: 4th Floor, 3 More London Riverside London, London, SE1 2AQ, United Kingdom
• Phone: +44 20 7397 5450

Maritime Capital

Maritime Capital focuses on family office services through the lens of property investment and long-term wealth planning. Their work is centred on helping families integrate property strategies into wider family office arrangements, whether they operate a multi-family office, an established single-family office or are considering creating one. The emphasis is on coordinating property assets with broader financial objectives while recognising that every family may have different priorities, investment horizons and governance requirements.

Property investment is a consistent theme throughout their approach, but it sits alongside discussions around succession, family governance and knowledge transfer between generations. They also collaborate with investment managers, legal advisers and private banks where specialist expertise is required. For families that already have an existing advisory team, Maritime Capital positions its services as an additional layer of support focused on property acquisition, management and long-term planning rather than replacing existing advisers.

Key Highlights

• Focus on property within family office structures
• Support for single-family and multi-family offices
• Long-term wealth and succession planning
• Collaboration with external professional advisers
• Property strategy aligned with family objectives
• Governance support linked to wealth preservation
• UK-wide services with a London presence

Services

• Property investment strategy
• Property asset management
• Family office support
• Succession planning coordination
• Family governance support
• Property portfolio development
• Strategic investment advice
• Administration support

Contact Information

• Website: www.maritimecapitalco.com
• Email: max@maritimecapital.co.uk
• Address: 4 Duke Street, Richmond, TW9 1HP
• Phone: 020 3576 5097

S&W

S&W provides family office services as part of a broader private wealth, tax and advisory practice. Their support covers the full lifecycle of a family office, from initial structuring through to governance, compliance and succession planning. Family offices are supported by a dedicated team that coordinates advice across accounting, tax, audit and advisory specialists, allowing families to manage financial matters through a single point of contact while drawing on wider expertise where required.

The scope of their work extends across both personal and business wealth, reflecting the fact that many family offices oversee operating businesses alongside investment assets. Their advisers assist with governance arrangements, regulatory obligations, wealth transfers and tax planning, while also supporting everyday administration such as accounting, payroll and company secretarial matters. Families with international interests can also access support for cross-border tax and reporting requirements through their wider international network.

Key Highlights

• Family office support from set-up to succession
• Dedicated relationship team with specialist coordination
• Governance, compliance and risk advisory
• Private wealth and business advisory services
• Tax planning and regulatory support
• International capabilities through a global network
• Support for family businesses and private wealth

Services

• Family office structuring
• Governance and compliance
• Tax planning and tax compliance
• Succession and estate planning
• Accounting and audit
• Payroll and company secretarial services
• Risk advisory
• Financial administration

Contact Information

• Website: www.swgroup.com
• Twitter: x.com/S_W_Group
• LinkedIn: www.linkedin.com/company/swgroupuk
• Address: 45 Gresham Street, London EC2V 7BG
• Phone: +44(0)204 617 55 00

The Family Office

The Family Office began as a financial planning practice established to support the affairs of a single British family before expanding its services to other individuals and families with similar long-term planning needs. Their family office offering centres on bringing different aspects of a family’s financial life together, helping clients coordinate investments, pensions, trusts, mortgages and wider financial planning through one advisory relationship. The focus is on creating a clear framework that reflects both financial objectives and family values over time.

Many families build wealth through a combination of personal investments, businesses and property, which can result in financial arrangements becoming fragmented. The Family Office addresses this by working alongside other professional advisers, including accountants and solicitors, to help ensure financial decisions remain aligned across different areas. Their approach also includes regular reviews and planning for future generations, recognising that family office services often extend beyond wealth management into succession, governance and long-term stewardship.

Key Highlights

• Family office services built around long-term financial planning
• Support for multi-generational wealth management
• Coordination with accountants and legal advisers
• Focus on financial objectives and family values
• Regular financial reviews and planning
• Governance support for family wealth
• UK-regulated financial advisory practice

Services

• Financial planning
• Investment management
• Pension planning
• Trust and estate planning
• Tax planning coordination
• Mortgage advice
• Risk protection planning
• Family governance support

Contact Information

• Website: www.thefamilyoffice.co.uk
• Email: QFPcomplaints@quilter.com
• Facebook: www.facebook.com/TheFamilyOffice
• Twitter: x.com/sebastianlyle
• Address: 85 Queen Victoria Street, London, EC4V 4AB
• Phone: 0808 171 2626

Welford Capital

Welford Capital offers family office services for individuals and families looking to coordinate financial, administrative and personal matters through a single advisory structure. Their family office model combines investment oversight with succession planning, governance and day-to-day coordination, recognising that managing family wealth often involves multiple advisers, jurisdictions and asset classes. The services are designed to help families organise these areas within a structured framework while supporting long-term decision-making.

Alongside investment and tax planning, the firm includes family governance, philanthropy and administrative oversight within its family office offering. Support also extends to working with external legal, insurance and accounting professionals where required, helping families manage a wide range of financial responsibilities through coordinated advice. Cross-border planning, intergenerational wealth transfer and oversight of different asset types are presented as key elements of their family office services in the UK.

Key Highlights

• Family office services for private and multi-generational wealth
• Investment, governance and succession planning support
• Coordination across financial and professional advisers
• Cross-border wealth planning capabilities
• Family governance and decision-making frameworks
• Administrative oversight for complex financial affairs
• Focus on long-term wealth preservation

Services

• Investment management
• Estate and succession planning
• Tax advisory
• Family governance
• Philanthropy planning
• Administrative coordination
• Concierge and lifestyle support
• Risk management

Contact Information

• Website: welford-capital.com
• Email: info@welford-capital.com
• Address: 71-75 Shelton Street, Covent Garden London
• Phone: +44 204 634 5363

Saffery

Saffery provides family office services as part of its wider private wealth and advisory practice, supporting families with the governance, financial management and operational aspects of preserving wealth over the long term. Their approach recognises that every family office has different priorities, so the level of support can range from a review of existing arrangements to ongoing advisory services or assistance with specific projects. The emphasis is on building a structure that reflects the family’s objectives while working alongside existing professional advisers where appropriate.

A family office often brings together tax, accounting, governance and compliance under one framework, and Saffery’s services follow that model. Their team assists with day-to-day financial matters as well as longer-term planning, including succession, philanthropy and technology. They also draw on their wider UK practice and international network when families have cross-border interests or require specialist advice across different jurisdictions.

Key Highlights

• Family office advisory tailored to different family structures
• Support for ongoing operations and one-off projects
• Coordination with existing professional advisers
• Governance and financial oversight
• UK practice with international network support
• Private wealth and succession planning experience
• Advisory covering financial and operational matters

Services

• Tax planning and compliance
• Accounting and assurance
• Strategic and operational reviews
• Financial risk management
• Technology advisory
• Corporate governance and company secretarial support
• Philanthropy advisory
• Fiduciary services

Contact Information

• Website: www.saffery.com
• Email: info@saffery.com
• LinkedIn: www.linkedin.com/company/saffery
• Instagram: www.instagram.com/saffery_uk
• Address: St Catherine’s Court, Berkeley Place, Clifton, Bristol BS8 1BQ, UK
• Phone: +44 (0)117 915 1617

Amicus Wealth Management

Amicus Wealth Management includes family office services within its broader Wealth Management 360° offering, bringing together financial planning and access to a network of specialist advisers. The service is designed for families who want a more coordinated approach to managing different aspects of their financial affairs, from investments and tax planning to property, lending and estate planning. By combining internal expertise with external professional partners, they provide a single point of coordination across multiple areas of wealth management.

The family office service extends beyond investment advice and includes support for financial decisions that arise throughout different stages of life. Alongside planning for wealth preservation and tax efficiency, clients can access assistance with private banking, insurance, mortgages and succession-related matters. This joined-up approach reflects the practical role that many family offices play in helping families organise financial affairs while working with a range of trusted specialists.

Key Highlights

• Family office services within a wider wealth management offering
• Coordination across internal specialists and external partners
• Support for long-term financial planning
• Access to a broad network of professional services
• Wealth planning for individuals and families
• Focus on coordinated financial management
• UK-regulated wealth management practice

Services

• Investment planning
• Tax optimization
• Estate planning
• Mortgage and lending support
• Private banking coordination
• Accountancy services
• Insurance and protection planning
• Corporate finance support

Contact Information

• Website: www.amicuswealthmanagement.co.uk
• Email: enquiries@amicuswealth.co.uk
• LinkedIn: www.linkedin.com/company/amicus-wealth-management
• Address: 1 Angel Court, London, EC2R 7HJ

• Phone: 020 3727 6666

Stonehage Fleming

Stonehage Fleming provides family office services for individuals and families with significant wealth, combining administrative support with strategic and operational advice. Their offering is designed to help families manage complex financial affairs across different regions, asset types and generations. Alongside wealth planning, they coordinate many of the practical responsibilities involved in running a family office, helping families bring different advisers and structures together within a single framework.

One of the defining aspects of their approach is the emphasis on long-term continuity. Families can draw on support with governance, succession planning, reporting and day-to-day administration, while specialist advisers assist with transactions involving businesses, property and other valuable assets. The service extends beyond financial oversight, covering practical matters such as trust administration, philanthropy and the management of lifestyle assets where required.

Key Highlights

• Support for multi-generational family wealth
• Coordination across multiple advisers and jurisdictions
• Family governance and succession planning
• Administrative and operational family office support
• Assistance with complex asset structures
• Reporting and transaction management
• Support for personal, business and philanthropic interests

Services

• Family governance
• Succession planning
• Trust and company administration
• Financial reporting
• Transaction support
• Property and asset management
• Philanthropic foundation support
• Coordination of external advisers

Contact Information

• Website: www.stonehagefleming.com
• Twitter: x.com/sf_familyoffice
• LinkedIn: www.linkedin.com/company/stonehagefleming
• Address: 6 St James’s Square London, SW1Y 4JU, United Kingdom
• Phone: +44 20 7087 0000

Evelyn Partners

Evelyn Partners supports families through different stages of family office development, whether they require a virtual family office, advice on establishing their own structure or specialist support for an existing office. Their approach recognises that every family manages wealth differently, so the scope of services is shaped around individual circumstances, family dynamics and long-term objectives. This allows financial planning, investment and governance to be considered together instead of as separate activities.

For families with more established structures, the firm provides ongoing advice across investment strategy, tax and risk management while helping coordinate wider family office activities. Succession planning, family charters and wealth transfer form part of the broader conversation, alongside practical support for preserving family assets across generations. The service combines personal wealth planning with advice that can extend to family businesses and international interests when needed.

Key Highlights

• Support for virtual and established family offices
• Family office design and implementation
• Integrated investment and wealth planning
• Succession and family governance advice
• Risk management and tax planning
• Support for international families
• Long-term family wealth planning

Services

• Family office advisory
• Investment management
• Financial planning
• Family governance
• Succession planning
• Tax planning
• Wealth structuring
• Risk management

Contact Information

• Website: www.evelyn.com
• Facebook: www.facebook.com/evelynpartners
• Twitter: x.com/evelynpartners
• LinkedIn: www.linkedin.com/company/evelynpartners
• Instagram: www.instagram.com/evelynpartners
• Address: The Capitol Building, 431 Union Street, Aberdeen, AB11 6DA
• Phone: 0203 993 8693

C. Hoare & Co.

C. Hoare & Co. provides banking services for family offices and family businesses, with a focus on the financial operations that support long-term wealth management. Their specialist team works directly with family principals and family office executives, helping families manage banking arrangements, lending requirements and succession planning within the context of broader family wealth. The service reflects the operational needs of family offices where multiple entities, accounts and stakeholders often need to be managed together.

Banking sits at the centre of their family office offering, but the support extends beyond day-to-day transactions. Dedicated private bankers spend time understanding how each family office operates before helping structure borrowing facilities, foreign exchange arrangements and account administration. Families can also access guidance around intergenerational planning and participate in networking initiatives that encourage knowledge sharing between family businesses and the next generation.

Key Highlights

• Private banking for family offices and family businesses
• Dedicated banking relationship
• Flexible lending structures
• Support for succession planning
• Banking for multiple entities and accounts
• Foreign exchange services
• Next-generation engagement initiatives

Services

• Private banking
• Current account management
• Lending and finance
• Foreign exchange
• Succession planning support
• Banking administration
• Philanthropy services
• Payment and card solutions

Contact Information

• Website: www.hoaresbank.co.uk
• Email: info@hoaresbank.co.uk
• Facebook: www.facebook.com/pages/C-Hoare-Co/194697560540744
• Twitter: x.com/hoaresbank
• LinkedIn: www.linkedin.com/company/c-hoare-&-co
• Address: 37 Fleet Street, London EC4P 4DQ
• Phone: + 44 (0)20 7353 4522

The Private Office

The Private Office offers family office services for individuals and families who want coordinated support across financial planning, wealth preservation and long-term decision-making. Their service is built around bringing together the advisers and specialists needed for each family, whether that means working alongside an existing family office, coordinating external professionals or helping with a specific project. Financial planning forms the foundation of the service, with wider advice added as family circumstances develop over time.

Another aspect of their approach is the balance between strategic planning and practical administration. Families can receive support with succession, estate planning, cash flow analysis and retirement planning while using a secure digital platform to keep financial information organised. Attention is also given to helping different generations understand and engage with family wealth, making the service relevant for families planning well beyond the immediate future.

Key Highlights

• Family office coordination for private wealth
• Multi-generational financial planning
• Collaboration with external advisers
• Cash flow and long-term planning
• Secure digital client platform
• Succession and estate planning support
• Independent financial planning approach

Services

• Financial planning
• Cash flow analysis
• Succession planning
• Estate planning
• Pension planning
• Protection planning
• Charitable giving advice
• Lifestyle financial management

Contact Information

• Website: www.theprivateoffice.com
• Email: marketing@theprivateoffice.com
• Facebook: www.facebook.com/ThePrivateOfficeHQ
• Twitter: x.com/privateofficehq
• LinkedIn: www.linkedin.com/company/tpo-the-private-office
• Instagram: www.instagram.com/theprivateofficeltd
• Address: The Private Office, No 2 The Bourse, Leeds, LS1 5DE
• Phone: 0333 323 9065

Myerson

Myerson approaches family office services from a legal perspective, helping families organise personal wealth, business interests and succession planning within one coordinated framework. Their multidisciplinary team advises on matters that often overlap in family offices, including governance, trusts, family businesses and estate planning. By bringing together specialists from different legal disciplines, they help families deal with both everyday decisions and more complex changes affecting long-term wealth.

Many of the services focus on preserving family assets while preparing future generations for greater responsibility. Legal support extends across family governance, business structuring, property ownership and cross-border matters, with additional guidance available for family relationships, philanthropy and digital risk. This combination reflects the legal issues that frequently arise as family wealth grows and becomes more complex over time.

Key Highlights

• Legal support for family office structures
• Advice covering personal and business wealth
• Family governance and succession planning
• Multi-jurisdictional legal coordination
• Support for family businesses
• Estate and trust planning
• Long-term wealth protection strategies

Services

• Family office governance
• Estate planning
• Trust and succession planning
• Business structuring
• Property management support
• Family investment company advice
• Cybersecurity and compliance
• ESG advisory

Contact Information

• Website: www.myerson.co.uk
• Email: lawyers@myerson.co.uk
• Facebook: www.facebook.com/myersonsolicitors
• LinkedIn: www.linkedin.com/company/myersonsolicitors
• Instagram: www.instagram.com/myerson.solicitors
• Address: Grosvenor House, 20 Barrington Road, Altrincham, Cheshire, WA14 1HB
• Phone: 0161 941 4000

Progeny

Progeny provides family office services by combining legal, tax and financial planning expertise within a single advisory offering. Their service is aimed at families managing a mix of personal wealth, property and business interests, with particular attention given to succession planning and preparing future generations for inherited responsibilities. The combination of financial planners and legal advisers allows different aspects of family wealth to be considered together as circumstances change over time.

A noticeable feature of their approach is the focus on family communication alongside technical planning. Conversations about succession, trusts and wealth transfer can be challenging, so advisers help families navigate these discussions while supporting practical matters such as property transactions, estate planning and charitable giving. This creates a broader family office service that addresses both financial structures and the people responsible for them.

Key Highlights

• Combined legal and financial planning support
• Multi-generational wealth planning
• Succession and inheritance planning
• Family communication and governance support
• Property and trust advisory
• Estate planning services
• UK-focused family office offering

Services

• Trust planning
• Estate planning
• Property transactions
• Succession planning
• Philanthropy advisory
• Wealth structuring
• Legal advisory
• Financial planning

Contact Information

• Website: theprogenygroup.com
• Email: info-sg@theprogenygroup.com
• Facebook: www.facebook.com/theprogenygroup
• Twitter: x.com/theprogenygroup
• LinkedIn: www.linkedin.com/company/theprogenygroup
• Instagram: www.instagram.com/theprogenygroup
• Address: 1A Tower Square, Leeds, LS1 4DL
• Phone: +44 11 3519 4549

KPMG

KPMG advises families on the design, operation and development of family office structures, supporting both newly established offices and those that have been in place for many years. Their approach reflects the fact that every family office is different, with services adapted to the size of the family, the level of in-house resources and the complexity of financial and operational responsibilities. Advice can cover the practical organisation of a family office as well as the governance arrangements needed to support long-term decision-making.

Families often require access to specialists across different areas as their needs evolve, and KPMG brings together expertise from tax, corporate finance, governance, technology and risk advisory. The focus extends beyond preserving wealth to creating an operating structure that supports family objectives across generations. Support is available for strategic reviews, regulatory matters and family governance, alongside advice on philanthropy and investment oversight.

Key Highlights

• Family office establishment and operational support
• Governance and organisational advisory
• Strategic reviews for family office structures
• Tax and regulatory guidance
• Global network of specialist advisers
• Support for multi-generational families
• Advisory across financial and operational matters

Services

• Family governance consulting
• Strategic and operational reviews
• Corporate governance
• Tax advisory and compliance
• Corporate finance
• Technology advisory
• Financial risk management
• Philanthropy advisory

Contact Information

• Website: kpmg.com
• Twitter: x.com/kpmguk
• LinkedIn: www.linkedin.com/company/kpmg-uk
• Address: One Snowhill, Snowhill Queensway, Birmingham, B4 6GH
• Phone: +44 (0)121 232 3000

Russell-Cooke

Russell-Cooke delivers family office services through a multidisciplinary legal team, helping families manage the legal, commercial and personal issues that often accompany significant wealth. Their approach recognises that wealth, family relationships and business interests are closely connected, particularly during periods of transition such as succession, business sales or changes in ownership. Legal advice is coordinated across different practice areas so families can address multiple issues within a single framework.

The scope of support goes well beyond estate planning. Families can receive guidance on trusts, commercial interests, property, philanthropy, dispute resolution and immigration matters, depending on their circumstances. The firm also works alongside accountants, investment advisers and other professionals when wider family office structures require coordinated legal input across different jurisdictions or asset types.

Key Highlights

• Family office legal advisory services
• Support for family wealth and business interests
• Succession and estate planning
• Cross-border legal coordination
• Property and commercial law expertise
• Family governance support
• Dispute resolution for family wealth matters

Services

• Wealth and succession planning
• Trust and estate advice
• Commercial legal support
• Property advisory
• Family law
• Philanthropy advisory
• Dispute resolution
• Immigration law support

Contact Information

• Website: www.russell-cooke.co.uk
• Email: enquiries@russell-cooke.co.uk
• Twitter: x.com/russellcooke
• LinkedIn: www.linkedin.com/company/russell-cooke
• Address: 8 Bedford Row London WC1R 4BX
• Phone: +44 (0)20 7405 6566

BDO

BDO supports family offices with advisory services covering governance, wealth structuring and day-to-day operational matters. Their approach reflects the fact that family offices differ in size, objectives and complexity, so support may involve establishing a new family office, reviewing an existing structure or providing specialist advice on individual projects. The emphasis is on helping families organise their financial affairs in a way that supports both collective and individual goals.

Families using their services can access expertise across tax, private wealth, governance and business advisory through a single relationship. Advice covers family values, succession planning and asset structuring alongside practical areas such as payroll, company secretarial services and regulatory compliance. This combination makes the service relevant for families managing personal wealth alongside business interests, investment portfolios or family enterprises.

Key Highlights

• Family office establishment and governance support
• Wealth structuring and succession planning
• Integrated private wealth advisory
• Tax and regulatory guidance
• Strategic reviews for family offices
• Support for family businesses
• Operational and administrative advisory

Services

• Family office structuring
• Governance advisory
• Wealth and asset structuring
• Tax planning and compliance
• Strategic reviews
• Payroll and company secretarial services
• Risk management
• Audit and assurance

Contact Information

• Website: www.bdo.co.uk
• Instagram: www.instagram.com/lifeatbdo
• Address: Bridgewater House, Finzels Reach, Counterslip, Bristol, BS1 6BX, United Kingdom
• Phone: 0117 930 1500

Conclusion

Choosing a family office provider depends on the nature of a family’s assets, governance requirements and long-term objectives. Some families need comprehensive support across investments, tax, succession and administration, while others may only require specialist advice in areas such as legal structuring, accounting or wealth planning. Understanding the scope of services offered by different providers is often the first step in identifying the right fit.

The organisations featured in this guide represent a broad cross-section of the UK family office market. They differ in their areas of expertise, operating models and the types of clients they typically support. Some provide fully integrated family office services, while others focus on specific areas such as legal advice, private banking, accounting, tax or investment management.

This guide is intended to provide practical context rather than rank providers. When comparing family office services in the UK, it is worth considering factors such as governance expertise, experience with similar family structures, access to specialist advisers and the ability to support changing requirements over time. Taking these factors into account can help families build a support structure that remains effective as financial and personal circumstances evolve.