Rupert Phelps, Smith & Williamson
Rupert Phelps is the Partner leading the Family Wealth Group, which comprises 10 partners from across Smith & Williamson, representing all our services for business-owning families. Rupert gives strategic advice on family governance, family constitutions and councils, succession planning, setting up single-family offices, philanthropy and next-generation preparation. He graduated in 1993 from the University of St. Andrews with a degree in Mediaeval History and has worked with business-owning families and single-family offices all his career. Between Merrill Lynch and Bank of New York Mellon (where he set up their Family Office Services in EMEA), he served on the board of the London-based single family office of a North American entrepreneur.