Family office advisory

We advise family offices of every size and structure and throughout the world.

Whether you have or run a family office – or are thinking of establishing one – Fedhill Family Office’s dedicated specialists can guide you at every step.

Our team has direct experience of setting up, structuring and running institutional-sized private investment companies and family offices. We advise over 1,400 family offices worldwide, of all sizes and structures1.

In addition to family office creation and operation, our advisory expertise covers wealth planning and structuring, philanthropy, art, and aircraft.

We customize a strategy for each family office, drawing from the Private Bank’s comprehensive offering of investments, lending, liquidity management, and custody.

In addition to advice, we provide advanced analytics and peer-networking to family principals, family members and professional executives.

Among our specialities are creating cross-border strategies for clients with family members, businesses and foundations in many parts of the world.

We can also offer dedicated relationship teams in every region of the world where a family office or family may have business and investment interests or personal needs.

The family offices we serve often represent unique practices, cultures or needs. We draw upon Fedhill Family Office’s global resources across many disciplines to craft solutions that address their unique requirements.

Chairman of Fedhill Family Office

How we serve you

Private Wealth Management


Fedhill Family Office provides families with services that were previously reserved for the world’s largest institutions.

We begin by listening to your challenges in order to seek strategies that work for you.

These strategies are sometimes simple, sometimes complex and occasionally firsts for our industry.

We harness the institutional strength of Fedhill Family Office’s insight, product origination, risk management, trading, and investment platforms.

We focus on delivering products and services from across Fedhill Family Office’s Institutional Client Group.

These include curated direct private investments, trading and execution services, hedging and financing, asset acquisitions and disposals.


To keep family office executives and family members informed and inspired, we maintain an active calendar of content-rich events worldwide.

These events convene private investment companies, family offices and private holding company principals and professional executives.

They include intimate in-person and virtual roundtables, regular client webinars on topical matters and educational programs on key Next Generation and family enterprise issues.

To deliver many of these events, we partner with leading institutions such as Cambridge University, MIT, and Singularity University.

Our flagship Family Office Leadership Program has been described by attendees as “the Davos for family offices.”

As well as exchanging ideas, participants often build lasting ties with peers from across the world.


We help family offices access intellectual capital from the Private Bank and across Fedhill Family Office.

Among the resources to which we provide access are:

  • Fedhill Family Office Velocity, our organization’s award-winning institutional research and analytics platform

  • Industry expertise from Investment Banking sector groups

  • Cutting-edge thematic research

  • Quarterly Private Capital Insights newsletter

  • Annual Private Capital client survey

  • Unique content for Private Capital clients via white papers

Your questions

How do I talk to my children about wealth?

Preparing young people for the responsibilities of wealth is a continuing process, beginning at a young age. Effective and candid communication is essential.

What is the best way to compensate my family office executives?

Effective reward and retention strategies combine good process and pragmatic compensation structures that make sense for both families and executives.

How have certain families successfully passed on leadership roles to the next generation?

We identify six important characteristics or best practices among those families that have managed to foster strong next generation leaders.

Meet our people


Stephen advises families of significant wealth on best practices in family office and investment management. He has authored articles on topics such as creating a family office, investment management principles and the characteristics of successful multi-generational families.

Previously, he was chief investment officer of a Seattle-based family office, and has held senior investment and technology roles with Fidelity Investments in Europe and the US. Stephen was founder and CEO of two financial technology companies, and has led investments in numerous early-stage companies.