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The Family Office Sherpa – if you’re interested in family offices, you should be on the list.

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As a firm that is engaged by single and multi-family offices and their advisers, we have a unique insight into a niche area of financial services. The member’s area is about sharing this via thought leadership that is less theory and more practical. It can assist anyone seeking a better view on the harder to reach detail and keeps to our three main themes – family office sherpa (all things family office), ETFs & Indexing (news, portfolios, research, and implementation) and ESG & Philanthropy (funds, trends, impact and structuring).

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