ClientCentric.
Wealth can be lost in many ways. But first we need to identify what we are protecting it from and that starts with a conversation with a family and their concerns - client centric.
Clients should not have to coordinate their advisers, identify the gaps between them, work out what is the right price to pay, or judge the quality and value of their work. That is the responsibility of a truly client-centric multi family office and its strategic network of advisers.
Introduction
Client Centric starts with the concerns of the family, to identify their risks, then bring together the professionals best suited to protect the family from the danger, and co-ordinate the process to protect the family fortune.
ClientCentric is not finished, it will never be finished. We are to building a strategic network of excellence across all disciplines and jurisdictions to introduce our families to the advisers best suited to provide protection from the risks identified.
To find out more sign up to our weekly newsletter.
The Purpose
To find excellence within firms, across disciplines and over many jurisdictions, to help wealthy families protect their fortunes.
Latest Insights
About the Founder
Caroline Garnham was Head of Private Client Department at Simmons & Simmons, pioneered the concept of Family Governance, is a former contributor on tax and trusts for the weekend FT, and Fellow of the Institute of Tax.
ClientCentric builds on ideas, first tested through Caroline’s Club.
The Promise
Putting client’s concerns at the centre, then finding the right professionals to resolve those concerns and co-ordinating the process.
The Vision
To inspire a more integrated approach to protecting family fortunes, at the right cost and with the best professionals, through practical thinking, engaging dialogue and shared learning.
Blogs
