Our connections

Beyond our holistic family office services we are able, on request, to assist clients with introductions to other highly regarded specialists able to provide additional advice.

We actively maintain an extensive network of contacts to ensure we can match clients with the right advice at the right time.

Legal advice

A trusted legal adviser is one of the most important roles for any family to have in place. We don’t provide legal advice, but we do have excellent relationships with leading private client legal firms.

Fiduciary services

Trusts and related structures are often vital in helping a family protect their assets. We work with trustees in many jurisdictions and can help ensure that the right fiduciary team is selected.


Families with substantial assets must give careful thought to insurance. Considered and coordinated advice on insurance can help ensure that no areas are overlooked and cost efficiencies are identified.

Bloodstock agents

With a wealth of experience in advising on bloodstock and families with equine interests, we are able to introduce agents who can help your family in the acquisition, management and sale of bloodstock in the UK and further afield.

Art and antiques

Building a collection of art or antiques can be very rewarding. But collections may need to be curated and reassessed. We have long standing relationships with experienced auction houses, private galleries and independent agents and advisers who can help you achieve your aims.

Property search and management

Identifying the right new home or managing let property can be time consuming. We can introduce you to bespoke property search teams, chartered surveyors and highly respected, well-connected UK and international property agencies.

Staff recruitment

It can be difficult to find and employ trusted staff, especially if you move to a new country, or the family grows. Smith & Williamson can guide you to specialist teams who can assist you with recruitment.


Smith & Williamson can advise family offices on strategic philanthropy and charitable donations. To achieve this, we work with a range of respected experts to ensure that your family’s patronage is both impactful and rewarding.


Contact us

Rupert Phelps
Rupert Phelps

Partner, Family office services London +44 (0)20 7131 4663

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Between them, our people have experience of a wide range of businesses, across a number of industries.

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