John_Wootton_-_Classical_Landscape_with_Figures_and_Animals-_Sunset_-_Google_Art_Project_e

THE
FAMILY OFFICE

THE FAMILY OFFICE was established as a financial planning boutique, to advise on the management of the wealth of one particular British family. Through interest from other successful individuals, we now provide financial advice to new clients as well as our founding families.
We advise our clients on every area of their financial life.

A FAMILY OFFICE

A family office specialises in managing the financial, charitable and even philosophical goals of distinguished families. Traditionally, the wealthiest families in Britain have established their own offices to manage their personal and business affairs. A full time team of professional financial advisers help the family members to establish and achieve their goals and objectives. Through ongoing and regular reviews, the adviser supports the family to better understand, protect and grow their wealth. The size of their wealth allows access to opportunities that are not open to ordinary investors.

OUR PURPOSE

THE FAMILY OFFICE specialises in managing the financial affairs of families. We work with our clients to create comprehensive multi-generational wealth management plans. We consistently deliver remarkable service and value, ensuring that the same level of service and support is provided to the youngest and the oldest members of the family. We sit on the same side of the table as the client in all our dealings. We are the recognised point of contact for our clients when creating and managing their financial affairs.

THE CHALLENGES OF WEALTH

Our experience has shown us that many clients possess a fragmented financial plan, comprising various financial arrangements and points of contact. We frequently find that these arrangements are sub-optimum and not aligned to the client’s goals. The arrangements are often time consuming, cause frustration and rarely achieve the desired result. Our approach to financial planning takes account of our clients’ values as well as their goals and objectives. Recognising that our clients lead busy lives, our service enables them to focus on things that are more important to them in life, such as their family, friends, career and their health.

Patient Investing

"The stock market is a device for transferring money from the impatient to the patient." - Warren Buffett

YOUR FAMILY OFFICE

Setting objectives

Asset allocation and the selection of investment managers

Mitigating financial risk of death or ill health in the family or their business

Reducing the family's tax burden

Improve the returns from cash savings

Minimising the cost of mortgage debt

The importance of working effectively with other professional advisers, such as Solicitors and Accountants

The value of investments, pensions and the income they produce can fall as well as rise. You may get back less than you invested.

Honesty

We tell the truth to the best of our knowledge. We tell what we know and more importantly what we don’t know.

Integrity

We work hard to keep our promises so that our clients, co-workers and business partners can depend on us.

We work hard and try our best to deliver the highest quality of work.

Loyalty

We are loyal to our clients, co-workers and business partners.

We safeguard confidential information and respect the privacy of our clients.

THE PARTNERSHIP

Sebastian Lyle, Independent Financial Adviser
Sebastian graduated from Edinburgh University with a 1st Class Honours in Accounting and Business. He attended Harvard University, where he majored in International Business and Corporate Governance. Sebastian started his career at Barclays and BZW in London and the British Virgin Islands, in Corporate and Private Banking. He then joined Accenture, where he worked as a Strategy Consultant in the Financial Services sector, working for large asset management houses, global insurance giants and retail and investment banks. After attending the Chicago Business School, Sebastian established THE FAMILY OFFICE in response to years of poor financial advice that had been delivered to a wealthy British family. His focus is on spending the time to build and refine the professional financial plan for a client, from which a variety of solutions may be implemented. His implementation focus is on private client investment and pension management. He is equally comfortable running beauty parades with discretionary investment managers for wealthy clients and their Trustees, as he is in running an investment portfolio for clients directly. Sebastian's family were the founders of Tate & Lyle Plc..

The-library-at-Tyninghame-Patrick-William-Adam-Oil-Painting.jpg

READING ROOM

You are now departing from the regulatory site of The Family Office. Neither The Family Office nor Quilter Financial Planning Solutions Limited are responsible for the accuracy of the information contained within the linked site.