ClientCentric.

ClientCentric brings together ideas, insights and practical experience for professionals who believe that better outcomes are achieved when advisors work together around their clients’ objectives.

Introduction

Drawing on many years of advising entrepreneurial families and their businesses, ClientCentric explores and tests practical ways to strengthen collaboration within firms, between firms and alongside clients. 

ClientCentric is not finished, it will never be finished. It is a collaboration with other professionals who share a commitment to better client outcomes.

The Purpose

To explore and share ideas that improve collaboration within professional firms, between professional firms and alongside clients to achieve better outcomes

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 objectives at the centre of professional relationships.

The Vision

To inspire a more integrated approach to professional advice through practical thinking, engaging dialogue and shared learning.

Let’s Do this Together

ClientCentric is an evolving body of thought. If you are interested in improving the way professionals work together around their clients, I would welcome the opportunity to exchange ideas, explore practical experience and learn from one another.

Contact me on 07979 188 288

Speaker

Caroline speaks at conferences, professional firms and leadership events on client-centred collaboration, family governance and the future of multi-family offices