Family Office Services: Independent, Multi-Family Specialists

Bespoke and discreet

Family Office Services

Our family office services are highly bespoke and tailored to your individual needs. We become your outsourced Investment Office, with the capability to provide, source expertise for and oversee the full range of financial advisory and management services.

Our Service

Key Facts

Learn about how we work with
→ Families
→ Endowments
→ Family Offices

Enquire Now

What We Believe

We believe that families who sustain their wealth across multiple generations manage the wealth as they would a well-run company
To help you achieve enduring success we work alongside you as your outsourced investment resource

How We Can Help

We provide access to multi-disciplinary advice
We carry out investment manager selection, across all asset classes including private equity and real estate
We offer consolidated reporting of financial and non-financial assets

Protecting, Enhancing and Enjoying your Wealth

What we offer

Outsourced Investment Office

We act as your family’s outsourced investment team, giving you the benefit of our investment professionals across multiple international locations

Manager Selection

You will benefit from the due diligence we carry out on hundreds of fund managers a year, across all asset classes

Investment Due Diligence

We can support you with due diligence on direct investment opportunities that interest you and which you bring to our attention

Investment Committee

Our Investment Committee consists of team members from each alliance firm and external members with specific specialisations, giving you the benefit of our global tactical asset allocation output

Strategic Advisory

We take views on long term expected returns and volatility, to suggest strategic positioning of liquid and illiquid assets

Consolidated Reporting

We offer sophisticated reporting software, with online capability, that allows you to see all your consolidated assets in one report

We also offer

Investment Management Wealth Diagnostic Wealth Management

Protect your legacy. We help you navigate the complexities and risks of managing your affairs in an ever-changing financial landscape

Why Wren?

Institutional Quality Investment Team

At Wren, we know that forging deep, lasting relationships is the basis for achieving success. We combine a highly bespoke relationship-based service akin to a private office with the breadth and depth of an institutional quality investment team. We have structured Wren with the philosophy of a partnership to be around for the long term in order to match the multi-generational requirements of our clients.

Family Office Articles

See All Articles

22.05.2019

The Growth of the Family Office

Family offices, whether single or multi-family offices, are vital for high-net-worth investors. It is one of the most exciting and developing practices for wealth management…

05.04.2019

Wren Investment Office Takes Flight – The Wealthnet

On 26th March 2019 Wren was featured on thewealthnet. Wren’s Chief Investment Officer, Michael Parsons, discussed Wren’s history, its ethos and the importance of building…

19.09.2016

Wren Investment Office launches as a private multi-family / investment office in London

Get in touch

If you want to know more about how we can help you streamline your external advisor relationships, get in touch now to talk to one of our expert wealth management professionals.

Talk to our team

HOW TO SET UP A FAMILY OFFICE

Please accept marketing and statistic cookies to watch this video.

Single Vs Multi Family Offices

Please accept marketing and statistic cookies to watch this video.

{
“@context”: “https://schema.org”,
“@graph”: [
{
“@type”: [
“FinancialService”
],
“@id”: “https://www.wreninvestmentoffice.com/services/family-office/#service”,
“name”: “Family Office”,
“alternateName”: [
“Virtual Family Office”,
“Family Office Managment”,
“Private Family Office”
],
“url”: [
“https://www.wreninvestmentoffice.com/services/family-office/”
],
“description”: “Our family office services are highly bespoke and tailored to your individual needs. We become your outsourced Investment Office, with the capability to provide, source expertise for and oversee the full range of financial advisory and management services.”,
“disambiguatingDescription”: “Experience bespoke and discreet family office services, specifically tailored to meet your unique individual requirements. Our team becomes your trusted outsourced Investment Office, offering expertise, oversight, and comprehensive financial advisory and management solutions.”,
“sameAs”: [
“https://en.wikipedia.org/wiki/Family_office”,
“https://www.google.com/search?kgmid=/m/02pfq8g”,
“https://en.wikipedia.org/wiki/Multi-family_office”
],
“image”: “https://www.wreninvestmentoffice.com/wp-content/themes/WrenInvestmentOffice/images/wren-investment-office-logo.png”,
“category”: “AccountingService”,
“brand”: “https://www.wreninvestmentoffice.com/#brand”,
“provider”: “https://www.wreninvestmentoffice.com/#organization”,
“serviceType”: “Family Office Service”,
“award”: [
“PAM Awards Best Emerging Manager 2018”,
“Magic Circle Awards Industry Newcomer of the Year 2019”
],
“hasOfferCatalog”: {
“@type”: “OfferCatalog”,
“name”: “Family Office Services”,
“itemListElement”: [
{
“@type”: “Offer”,
“itemOffered”: {
“@type”: “Service”,
“name”: “Outsourced Investment Office”,
“description”: “We act as your family’s outsourced investment team, giving you the benefit of our investment professionals across multiple international locations.”
}
},
{
“@type”: “Offer”,
“itemOffered”: {
“@type”: “Service”,
“name”: “Manager Selection”,
“description”: “You will benefit from the due diligence we carry out on hundreds of fund managers a year, across all asset classes.”
}
},
{
“@type”: “Offer”,
“itemOffered”: {
“@type”: “Service”,
“name”: “Investment Due Diligence”,
“description”: “We can support you with due diligence on direct investment opportunities that interest you and which you bring to our attention.”
}
},
{
“@type”: “Offer”,
“itemOffered”: {
“@type”: “Service”,
“name”: “Investment Committee”,
“description”: “Our Investment Committee consists of team members from each alliance firm and external members with specific specializations, giving you the benefit of our global tactical asset allocation output.”
}
},
{
“@type”: “Offer”,
“itemOffered”: {
“@type”: “Service”,
“name”: “Strategic Advisory”,
“description”: “We take views on long term expected returns and volatility, to suggest strategic positioning of liquid and illiquid assets.”
}
},
{
“@type”: “Offer”,
“itemOffered”: {
“@type”: “Service”,
“name”: “Consolidated Reporting”,
“description”: “We offer sophisticated reporting software, with online capability, that allows you to see all your consolidated assets in one report.”
}
},
{
“@type”: “Offer”,
“itemOffered”: {
“@type”: “Service”,
“name”: “Investment Management”,
“description”: “We provide investment management services to help grow and protect your wealth.”
}
},
{
“@type”: “Offer”,
“itemOffered”: {
“@type”: “Service”,
“name”: “Wealth Diagnostic”,
“description”: “We offer a comprehensive wealth diagnostic process to assess your financial situation and identify opportunities for improvement.”
}
},
{
“@type”: “Offer”,
“itemOffered”: {
“@type”: “Service”,
“name”: “Wealth Management”,
“description”: “We provide personalized wealth management solutions to protect and enhance your wealth across generations.”
}
}
]
},
“member”: [
{
“@type”: “Person”,
“name”: “Adam Wethered”,
“jobTitle”: “Chairman”,
“image”: “https://www.wreninvestmentoffice.com/wp-content/uploads/2021/09/Adam-Wethered-sq-sm.jpg”,
“url”: “https://www.wreninvestmentoffice.com/our-team/adam-wethered/”
},
{
“@type”: “Person”,
“name”: “Michael Parsons”,
“jobTitle”: “Chief Executive Officer”,
“image”: “https://www.wreninvestmentoffice.com/wp-content/uploads/2021/09/Michael-Parsons-sq-sm.jpg”,
“url”: “https://www.wreninvestmentoffice.com/our-team/michael-parsons/”,
“sameAs”: “https://www.linkedin.com/in/michael-parsons-a957b5129”,
“email”: “mp@wreninvestmentoffice.com”,
“award”: [
“PAM Awards Top 40 Under 40”,
“PAM Awards 50 Most Influential”,
“Future Leaders Awards Private Investment/Family Office Individual of the Year”
]
},
{
“@type”: “Person”,
“name”: “Drew McNeil”,
“jobTitle”: “Head of Client Relationships”,
“image”: “https://www.wreninvestmentoffice.com/wp-content/uploads/2021/09/Drew-McNeil-sq-sm.jpg”,
“url”: “https://www.wreninvestmentoffice.com/our-team/drew-mcneil/”,
“sameAs”: “https://www.linkedin.com/in/drew-mcneil-730b2894”,
“email”: “dm@wreninvestmentoffice.com”
},
{
“@type”: “Person”,
“name”: “Eirian Jones”,
“jobTitle”: “Chief Investment Officer”,
“image”: “https://www.wreninvestmentoffice.com/wp-content/uploads/2021/09/Eirian-Jones-sq-sm.jpg”,
“url”: “https://www.wreninvestmentoffice.com/our-team/eirian-jones/”,
“sameAs”: “https://linkedin.com/in/eirian-jones-b4491365”,
“email”: “ej@wreninvestmentoffice.com”
},
{
“@type”: “Person”,
“name”: “Philip Newbold”,
“jobTitle”: “Chief Operating Officer and Head of Compliance”,
“image”: “https://www.wreninvestmentoffice.com/wp-content/uploads/2023/05/Philip-Newbold-sq-500×500.jpg”,
“url”: “https://www.wreninvestmentoffice.com/our-team/philip-newbold/”
},
{
“@type”: “Person”,
“name”: “Edward Tollemache”,
“jobTitle”: “Client Relationship Director”,
“image”: “https://www.wreninvestmentoffice.com/wp-content/uploads/2021/09/Edward-Tollemache-sq-sm.jpg”,
“url”: “https://www.wreninvestmentoffice.com/our-team/edward-tollemache/”,
“sameAs”: “https://linkedin.com/in/ed-tollemache-39b4894”,
“email”: “et@wreninvestmentoffice.com”
},
{
“@type”: “Person”,
“name”: “Alice Woods”,
“jobTitle”: “Client Relationship Associate”,
“image”: “https://www.wreninvestmentoffice.com/wp-content/uploads/2021/09/Alice-Woods-sq-sm.jpg”,
“url”: “https://www.wreninvestmentoffice.com/our-team/alice-woods/”
},
{
“@type”: “Person”,
“name”: “Daniel Young”,
“jobTitle”: “Client Relationship Associate Director”,
“image”: “https://www.wreninvestmentoffice.com/wp-content/uploads/2021/09/Daniel-Young-sq-sm.jpg”,
“url”: “https://www.wreninvestmentoffice.com/our-team/daniel-young/”
},
{
“@type”: “Person”,
“name”: “Luke Heywood-Jones”,
“jobTitle”: “Investment Analyst”,
“image”: “https://www.wreninvestmentoffice.com/wp-content/uploads/2021/09/Luke-Heywood-Jones-sq-sm.jpg”,
“url”: “https://www.wreninvestmentoffice.com/our-team/luke-heywood-jones/”
},
{
“@type”: “Person”,
“name”: “Poppy Bolton Carter”,
“jobTitle”: “Investment Analyst”,
“image”: “https://www.wreninvestmentoffice.com/wp-content/uploads/2023/05/Poppy-Bolton-Carter-sq-500×500.jpg”,
“url”: “https://www.wreninvestmentoffice.com/our-team/poppy-bolton-carter/”
},
{
“@type”: “Person”,
“name”: “James Dalton”,
“jobTitle”: “Head of Operations”,
“image”: “https://www.wreninvestmentoffice.com/wp-content/uploads/2023/05/James-Dalton-sq-500×500.jpg”,
“url”: “https://www.wreninvestmentoffice.com/our-team/james-dalton/”
},
{
“@type”: “Person”,
“name”: “William Drake”,
“jobTitle”: “Senior Advisor”,
“image”: “https://www.wreninvestmentoffice.com/wp-content/uploads/2022/02/William-Drake-2023-sq-500×500.jpg”,
“url”: “https://www.wreninvestmentoffice.com/our-team/william-drake/”
},
{
“@type”: “Person”,
“name”: “Robert Mason”,
“jobTitle”: “Private Equity Consultant”,
“image”: “https://www.wreninvestmentoffice.com/wp-content/uploads/2022/02/Robert-Mason-cr-sm-500×375.jpg”,
“url”: “https://www.wreninvestmentoffice.com/our-team/robert-mason/”
},
{
“@type”: “Person”,
“name”: “Christopher Kemball”,
“jobTitle”: “Non-Executive”,
“image”: “https://www.wreninvestmentoffice.com/wp-content/uploads/2018/05/Christopher-Kemball-cr-sm-500×375.jpg”,
“url”: “https://www.wreninvestmentoffice.com/our-team/christopher-kemball/”
},
{
“@type”: “Person”,
“name”: “Daniel de Fernando”,
“jobTitle”: “Non-Executive”,
“image”: “https://www.wreninvestmentoffice.com/wp-content/uploads/2018/05/Daniel-de-Fernando-cr-sm-500×375.jpg”,
“url”: “https://www.wreninvestmentoffice.com/our-team/daniel-de-fernando/”,
“sameAs”: “https://linkedin.com/in/daniel-de-fernando-34829119”
},
{
“@type”: “Person”,
“name”: “Mel Lagomasino”,
“jobTitle”: “Non-Executive”,
“image”: “https://www.wreninvestmentoffice.com/wp-content/uploads/2018/08/Lagomasino_Mel_273-342×500.jpg”,
“url”: “https://www.wreninvestmentoffice.com/our-team/mel-lagomasino/”
},
{
“@type”: “Person”,
“name”: “Michael Zeuner”,
“jobTitle”: “Non-Executive”,
“image”: “https://www.wreninvestmentoffice.com/wp-content/uploads/2022/04/Michael-Zeuner-cr-sm-500×375.jpg”,
“url”: “https://www.wreninvestmentoffice.com/our-team/michael-zeuner/”
},
{
“@type”: “Person”,
“name”: “José María Michavila”,
“jobTitle”: “Non-Executive”,
“image”: “https://www.wreninvestmentoffice.com/wp-content/uploads/2021/09/José-sm-336×500.jpg”,
“url”: “https://www.wreninvestmentoffice.com/our-team/jose-maria-michavila/”
}
],
“contactPoint”: [
{
“@type”: “ContactPoint”,
“telephone”: “+44 (0) 20 3876 5900”
},
{
“@type”: “ContactPoint”,
“email”: “info@wreninvestmentoffice.com”
}
],
“address”: {
“@type”: “PostalAddress”,
“streetAddress”: “84 Eccleston Square”,
“addressLocality”: “London”,
“postalCode”: “SW1V 1PX”
}
}
]
}

Family Office

Services

Bespoke and discreet