Private Investment Office Services

We see our role as a flexible strategic adviser, helping you make sense of your current position whilst identifying potential blind spots.

Our approach

We call on decades of experience to bring clarity, perspective and control to a wide range of issues. As a coordinator, we can save you time by offering access to our broad network, giving you confidence that you have the right team for all eventualities.

Time is arguably the most precious commodity for wealthy people who lead busy lives.

We can act for you as:

an independent and experienced investment consultant;
providing professional oversight across your private and business investments;
enabling you to make good, consistent decisions;
across your banking, cash management, liquid and private market investments;
saving you time as you rely on us as a guiding light for your investments and financial life.

What we offer

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.

Family Investment Committee
Investment manager selection
Investment manager reviews
Intergenerational planning
Real estate finance
Outsourced CIO
Private capital
Project management

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