Strategic Family Office

About Strategic Family Office

Strategic Family Office was founded by Stephen Marsh, who spent many years refining and developing the concept to handle the complexities of his own financial situation, coordinating a group of specialists ranging from bankers to lawyers, accountants and money managers, overseeing every part of his family's affairs. Today it is a privately owned boutique provider, regarded as a leader, offering advisory services in family office and wealth management for business owners, professional partners, senior executives and families whose wealth comes from business endeavors. It brings together professionals from different disciplines who work collaboratively to deliver a single integrated strategy. Its services are built on the principle of acting as a member's personal 'Chief Financial Officer'. It coordinates an expert team and provides a constant source of sophisticated advice on every part of a member's affairs. The aim is to provide structure and the reassurance that every area has been examined from every angle. Members receive a personal service that integrates the skills of professional advisers: investment managers, private bankers, tax planners, property specialists, private client lawyers, accountants and financial planners.