Strategic advice
Providing you with rounded and far sighted perspective to achieve longer term goals, whether business or personal.
Family office services
We are an experienced guardian of a family’s assets and financial affairs, acting for clients including entrepreneurs and long established families with substantial private capital and varied business interests.
Providing wealth management services to the holders of substantial private capital, their families, trusts and companies, both in the UK and internationally has been a major part of our business since its launch in 1881.
As a firm, we offer an unusually broad range of wealth management expertise enabling families to protect capital now, and enhance their legacy for future generations.
By combining investment management, personal financial planning and tax and corporate advice under one roof, clients benefit from a genuinely holistic view of their family’s finances. This unique combination of services enables us to tailor bespoke advice to reflect a family’s objectives, needs and aspirations, which can be flexed as requirements evolve.
Due to our firm’s collaborative culture, families across the generations can be confident that we will always pursue a joined-up approach, ensuring there is full coordination with all those involved in a family’s affairs.
Investment does involve risk. The value of investments can go down as well as up. The investor may not receive back in total the original amount invested.
Our services
Our credentials
Experienced
Our first family office client joined us in 1917 and is still a client today, demonstrating our ability to build lasting relationships that endure through the challenges of succession and change.
Dedicated
You will benefit from a co-ordinated, multi-disciplinary service from our specialist partner-led team, many of whom have been with us their entire career. This exceptional team stability allows the development of deep relationships and understanding and ensures continued excellence of service.
Independent
We are privately owned and aligned to our clients’ interests rather than motivated by short-term results or product sales. A successful long term relationship also requires integrity and impartiality, which are central to the Smith & Williamson ethos.
How we can help
Integrated wealth management
Combining investment management, financial planning and tax advice to ensure all your needs are met.
Shaping family financial strategy
Devising a strategy and structure to reduce complexity and deliver results in the best interests of your family.
Succession planning
Protecting your legacy, capital, family values and engaging with the next generation.
Guiding families through change
Dealing with the impact of changing circumstances and sensitive issues.
Working with international family members
Managing communication and facilitating family requirements across multiple jurisdictions.
Our connections
Beyond our remit we can help match families with the right advice at the right time.