Multi-Family Office

Patronus Partners provides a Multi-Family Office service for families whose financial affairs extend beyond investment management alone. We provide a central point of coordination and oversight across investments, financial planning and the wider considerations involved in managing substantial family wealth.

Our role is to bring the different elements together, working with the family and, where appropriate, their existing professional advisers to support continuity and long-term decision-making.

Three people having a discussion in a meeting room. One woman is sitting on the far side, listening attentively. Two other individuals are at the forefront, engaged in conversation, with one gesturing with hands. A tablet and a laptop are on the table.

Coordinating Family Wealth

As family wealth becomes more complex, investment, financial, legal and personal considerations can increasingly overlap. Managing these effectively requires coordination between the family and the professionals responsible for different areas.

We work with clients to understand their circumstances, priorities and long-term objectives. Depending on the family's requirements, this can involve investment oversight, financial and estate planning, succession, philanthropy and the administration of trusts and other structures.

Where specialist legal, tax or other professional advice is required, we can work alongside the family's existing advisers as part of a coordinated approach.

Intergenerational Wealth Planning

Managing wealth across generations involves more than the financial assets themselves. Families may need to consider how decisions are made, how responsibilities change over time and how future generations become involved.

We take account of the family's circumstances, relationships and long-term intentions when considering these issues. This can include preparing for succession, supporting greater involvement from the next generation and helping families establish a clear approach to the stewardship of wealth over time.

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An Independent Approach

Patronus is independent and does not promote in-house investment products. This allows investment and financial planning decisions to be considered according to the family's circumstances and objectives rather than the requirements of a particular product provider.

Family wealth can span generations, during which circumstances, priorities and the people involved will change. Our role is to provide continuity and informed oversight as those requirements evolve.

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Ongoing Family Office Support

A family office arrangement can involve both long-term planning and ongoing administration. Patronus provides a central point of contact, helping to coordinate the different financial matters and professional relationships involved.

The scope of the service will depend on the family's circumstances and requirements, with the aim of maintaining a clear and coordinated approach as those requirements change over time.