- About the IFB
We recognise the important role of advisers and service providers in supporting family businesses to prepare for the future, and addressing the challenges of today. We know how important it is for families to work with advisers they can trust, and who understand the unique family business outlook.
As a trusted organisation, families often come to the IFB for advice on who they should talk to when they need advice on family business issues. We have already helped numerous families and advisers build long term relationships, and this is a service which families are increasingly seeking from us.
We do this through our Preferred Partner Programme.
We thank our current partners for their support and contribution to the IFB and our members.
If you have any questions, please contact us at firstname.lastname@example.org.
LGT offers a fresh approach to Wealth Management. As part of the global private banking and asset management group LGT, we are privately owned by the Princely House of Liechtenstein, which affords us the flexibility of a long-term outlook whilst staying true to our entrepreneurial approach. Over the last 900 years, the Princely House of Liechtenstein has successfully transferred its family traditions and entrepreneurial spirit from one generation to the next. We therefore truly understand the complexities and sensitivities involved in managing family wealth governance and succession across generations. Our family governance and succession service provides entrepreneurial families with access to a specialist team to effect a dynamic governance framework and succession strategy. www.lgtwm.com
Smith & Williamson is one of the UK's leading independently owned private client houses. For more than a century, a major part of our business has been the provision of wealth management services to ultra high net worth families, their trusts, and their family companies. We have built a team of 30 experienced family office advisers who are our leading specialists across a range of practice areas. Our advisers aim to learn about your family, understand your financial objectives and, together with you, will decide on and implement a strategy on how best to use your family's wealth in your best interests. www.sandwfamilyoffice.com
Farrer & Co has been advising families and their businesses for several generations: as a result we understand the unique pressures and sensitivities that surround a family business. Each of our specialist family business lawyers, across a multi-disciplinary service, take pride in protecting, supporting and nurturing the clients they represent. To our clients, we are an extension of their team, and we work alongside them for every major decision they take with a long-term outlook which is critical to our client needs. www.farrer.co.uk
Alembic helps the owners and leaders of family businesses to create strategies for focussed change across any aspect of the business, including: • Resolving disagreement in the business and family, • Leadership - teaching better personal and business leadership by family and non-family leaders alike, • Structure change to improve governance, separation and remuneration, • Hiring senior leaders for any board positions, • Handling change in all its forms from new generations to digital transformation. To do this we build a close relationship with you, use our leadership experience in family businesses from all sectors, and facilitate or coach using our specialist methods. Better alignment, strategies and change mean more profit, growth, social impact and success, as well as sustainable businesses for future family members. www.alembicstrategy.com
Francesco Lombardo is the founder of Veritage, whose mission is to serve business families by promoting the culture of Safe Space, and supporting clients in their development of a living Family Wealth Constitution (FWC). For more than twenty years, Francesco has been a family business advisor and facilitator who has worked with some of the world’s most successful and affluent families to foster a culture of Safe Space. Through his extensive work with these families, he has identified a universal connection between people’s relationship with money (Money Motto™) and the impact this has on their relationships, family, business, and legacy. www.veritage.ca
The Family Business Consultancy is an independent consultancy with more than ten years experience of working with families of all shapes and sizes. We bring care, skill and knowledge from the disciplines of law, psychology, financial planning and academia, with experience gained from working with families in business from around the world. www.thefbc.co.uk
Inflexion is a UK mid-market private equity firm, investing in high growth, entrepreneurial businesses with ambitious management teams and working in partnership with them to accelerate growth. Inflexion’s flexible approach allows it to back both majority and minority investments, typically investing £10m to £150m of equity in each deal. Inflexion helps businesses achieve the next stage of their development through international expansion, operational improvements, digital expertise, access to Inflexion’s networks and funding for acquisitions. It benefits from experts in Bangalore, São Paulo and Shanghai dedicated to portfolio development, enabling investee companies to benefit from privileged access to these fast-growth markets. www.inflexion.com
KPMG Family Business advisers share practical advice and experienced guidance to help you succeed. To support the unique needs of family businesses, KPMG Enterprise manages a global network dedicated to offering relevant information and advice to family-owned businesses. We understand that the nature of a family business is inherently different from a non-family business and requires an approach that considers the family component. KPMG has a team of specially trained family business consultants. Our clients range from first generation businesses to multi-generational, global businesses with many shareholders. Our role is to help the family and other stakeholders understand their options for the future and support them in making decisions that combine their aspirations, traditions and values. www.kpmg.co.uk
Cynergy Bank is a specialist bank that serves the needs of business owners, family businesses and entrepreneurs. We recognise that business owners’ personal and professional lives often overlap. Our mission is to help empower our customers to achieve their ambitions by serving all their banking needs. Cynergy Bank was established following the acquisition of Bank of Cyprus UK, which provided services to business customers in the UK since 1955. We have expanded our reach with offices now in London, Birmingham, Brighton, Bristol and Manchester. As Cynergy Bank we remain committed to continuing to offer dedicated support and expertise to help business owners and family businesses manage their interdependent personal and professional financial needs. We put enduring partnerships with entrepreneurial business owners and family businesses at the heart of what we do. We will stand side-by-side with them and savers, providing quality services and expertise, whilst embracing the exciting new opportunities available in the industry. www.cynergybank.co.uk
With every challenge there is opportunity. From planning for the first quarter to planning for the next generation, it’s time to ensure your long-term business and family legacy. Because while you see the world at your feet, we see the journey ahead. We understand that in these times of greater distance, family businesses must work more closely than ever. We also know that when the company name is your name, trust is your most valuable asset. With trusted local knowledge here in the UK, backed by our global network and deep sector expertise, we are uniquely positioned to bring the very best of Deloitte to your family business and family office. Your business is personal. Your advice should be Private.