- About Us
Our mission is to help family businesses to celebrate, leverage and sustain their unique contribution to the long-term prosperity of the UK’s economy.
One of the many ways we do this is by connecting family business owners and managers with experts, advisers and service providers who can help them achieve their long-term vision and their ongoing objectives.
We work with a wide range of organisations across the country to provide expert advice and learning across a wide range of pertinent issues for business families.
Our existing partners include law firms, accountancy firms, management consultancies and independent consultants. To find out more about partnerhip opportunities with us, please contact firstname.lastname@example.org.
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
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
Tomorrow’s Company is a non-profit think tank that inspires and enables business to be a force for good. For over twenty years we have pioneered and advocated the importance of purpose, values, culture and a long-term view from within boardrooms through stewardship, across the investment chain and with senior government, impacting both policy and business practice. In collaboration with the IfB we set out an agenda on family business stewardship, based on our four Stewardship Principles, which can be used as the basis to embark on and assess progress towards creating purpose-driven, resilient and sustainable businesses for future generations to inherit. www.tomorrowscompany.com
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
The Cambridge Family Enterprise Group (based in Cambridge, USA) is a leading advisory, education, and research organisation dedicated to multigenerational family enterprises. Founded by Professor John Davis in 1989, CFEG helps enterprising families address and transcend the important, and often complicated and sensitive family, business, ownership and financial issues that they face. Through our tailored advisory approach and in-depth education programs, CFEG helps multigenerational families build united and contributing families, capable and committed ownership groups, enduring companies, sustainable financial assets, high-performing boards and management teams, and effective leaders for the continued success of the family enterprise. Visit CFEG.com to browse our digital library, and follow our latest writing and programs on Twitter @CambridgeFE
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