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UK Private Wealth Adviser Index · Business & Family Enterprise

Family Business & Generational Wealth Advisers

Advisers on family constitutions, next-generation preparation, board structure and the transfer of operating businesses.

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About This Category

Advisers on family constitutions, next-generation preparation, board structure and the transfer of operating businesses.

This section of the UK Private Wealth Adviser Index is compiled editorially by UK Private Wealth Magazine. Organisations are listed alphabetically. Listing is not an endorsement, and commercial participation has no effect on whether an organisation appears here or where it appears.

Directory expanding · 2 organisations

Editorial Directory

Listed alphabetically. Order carries no ranking, score or preference.

Cambridge Family Enterprise Group (CFEG)

Family Governance · Succession Planning · Multigenerational Strategy

Cambridge, Massachusetts, US — international client base including UK families

International advisory and education organisation founded in 1989 by Professor John A. Davis, comprising Cambridge Advisors to Family Enterprise and the Cambridge Institute for Family Enterprise. Helps business families and family enterprise leaders manage governance, succession, ownership and financial wealth issues, beginning each engagement with a diagnostic assessment of the family system.

The Family Business Partnership

Succession Planning · Family Governance · Professionalisation Advisory

UK

Specialist UK advisory firm supporting family businesses through relational, strategic and governance challenges, including succession planning and the transition from founder-led to professionalised structures.

Methodology

Organisations are identified through UK Private Wealth Magazine's editorial research and through applications and nominations received on this site. Every entry is reviewed before publication, and entries are recorded only at the level the source material supports — where a website, regulatory statement or third-party recognition has not been confirmed, it is omitted rather than estimated.

Listings are presented alphabetically. Commercial placements are shown separately and labelled. The Index does not publish ratings, scores or rankings.

Submit or Correct a Listing

Firms working in family business & generational wealth advisers can apply for inclusion. Family office principals and wealth owners can put forward an adviser for the Family Office Choice nomination programme. Corrections to an existing entry are welcome at any time.

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Published practitioners in this field

The Adviser Index lists organisations. Private Wealth Experts is the separate, individual-level record of approved professionals.

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UK Private Wealth Magazine is an independent family office media publication covering family office news, private wealth, cross-border investment, private markets and long-term capital. Our readership includes single family offices, multi-family offices, wealth owners, private banks, sovereign wealth funds, institutional investors and trusted advisers across the UK and worldwide.

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