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UK Private Wealth Adviser Index · Wealth & Investment

Family Office Advisory & Consultancy

Consultants engaged on family office design, operating models, governance frameworks, staffing and the transition from adviser-led arrangements to a formal office.

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About This Category

Consultants engaged on family office design, operating models, governance frameworks, staffing and the transition from adviser-led arrangements to a formal office.

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 available · 5 organisations

Editorial Directory

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

Agreus Group

Family Office Recruitment · Governance & Strategy Consulting · Compensation Benchmarking

London, UK — offices also in the US, UAE and Singapore

Consultancy working exclusively with family offices worldwide, specialising in recruitment across investment, legal, finance and operational roles, alongside governance and strategy consulting. Publishes an annual Global Compensation Benchmark Report.

Deloitte Private — Family Office Services

Family Office Establishment & Operations · Real Estate Investment Advisory · Tax & Succession Planning

London, UK — national and global network

Deloitte's UK Family Office Services group, led by UK Family Office Leader Mark Stokes, advises internationally mobile families on structure, governance, succession, business sale, real estate investment and philanthropy, including a dedicated Family Office Real Estate practice and cyber risk services.

EY Family Office

Family Enterprise Advisory · Governance & Succession · Cross-Border Structuring

UK — part of EY's global network

Adviser to family enterprises worldwide, drawing on more than 100 years of experience with entrepreneurial and business-owning families, supporting growth strategy, governance and multigenerational legacy planning.

KPMG UK — Family Office and Private Client

Family Office Establishment · Family Governance · Tax Advisory & Philanthropy

UK — part of KPMG's global network

KPMG's UK Family Office and Private Client team advises families across generations on establishing and operating family offices, from initial structuring through to ongoing governance, tax advisory and philanthropy.

PwC — Family Office Services

Family Office Setup & Structuring · Governance Design · Operating Model & Technology

UK — part of PwC's global network

Advises on the full lifecycle of setting up and running a family office: defining goals, structure, service catalogue, funding and compensation model, operations, technology, staffing and governance.

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 office advisory & consultancy 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.

Meet the individuals

Published practitioners in this field

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