Rupert Phelps
Partner, Family office services London +44 (0)20 7131 4663
Impartial
Family dynamics can influence the governance and success of family owned businesses and family offices. A successful long term relationship with an adviser requires both subject expertise and impartiality, which are central to the Smith & Williamson ethos.
Responsive
Families and circumstances change. We aim to anticipate issues on the horizon, help manage the impact on your family where necessary and take advantage of new opportunities.
Personal
A hallmark of our service is matching the right people, of the right age and character, to the different generations within a family. This enables us to build personal, lasting relationships which endure through periods of significant change.