Private Investment Office Services

We are a multi-family office that is purely advisory in nature. As a strategic, independent and flexible adviser, we are unconflicted and sit on the same side of the table as you.

Our approach

Unlike private banks and wealth managers, we do not seek to manage your investments in-house – we think that can create conflicts of interest. Instead, we call on decades of experience to bring clarity, perspective and control to a wide range of issues.

We help our clients set the strategic direction for their wealth. We then source external managers to execute that strategy, independently monitoring their performance, fees and service.

We can act for you as:

An independent and experienced consultant providing professional oversight across your banking, cash, investment, credit and structuring needs
Helping you set the strategic direction for your wealth
Sourcing and evaluating external managers to execute that strategy
Saving you time and fees
Providing independent consolidated reporting to keep you updated on the results

Our services

William & Partners can act for you as an ‘across the top’ independent adviser and coordinator. We can help you to assess your options across a broad range of services, and bring clarity, rigour and experience to the process.

We can support families through one-off project work, as well as on an ongoing basis.

What we offer:

Family Investment Committee
Investment manager selection
Investment manager reviews
Intergenerational planning
Consolidated reporting across multiple portfolios and custodians
Outsourced CIO
Private capital
Project management

In some instances, we will engage third party firms to support you with your prior agreement.