"We pull together a team to serve your family."
CEO & CIO, Wealth
What We Do
We prepare and support a family by managing its wealth effectively and responsibly. We work alongside families, their advisers and family office, to make sure the family develops or has access to the skills and resources needed to sustain, add to, and thrive with wealth across generations.
We help families to find the right structure and strategy for them, by developing and implementing plans that align and guide the family’s oversight and management of the family and it’s wealth.
Our role is what the family needs:
- We serve as an outsourced family office for families
- We serve existing family offices
- We provide specialist consulting and project work for families and family offices
Our family wealth advising and family office capabilities include:
- Family strategy and family governance
- Succession planning and wealth transitions
- Family office formation and management
- Co-ordination of integrated family wealth advice
- Wealth and investment living and legacy strategies
- Preparing the next generation for managing wealth and money
- Coaching and mentoring for effective family leadership and unity
- Strategic advice for family business enterprises
- Family learning, education and development
- Strategic philanthropy and foundation management
- Facilitation of family meetings
- Consolidated net wealth and portfolio reporting
- Financial management and administration
- Private financing and banking
“In order for a family to successfully manage wealth, they have to attend not just to good financial practises but also address the family’s relationships, governance and communication. Our advising is not just focused on creating and preserving wealth but to empower you to thrive with wealth. We have practical ‘hands-on’ experience working both with the family as a whole and individual family members to prepare for and manage their shared and independent wealth."
Partner
Why We Are Different
Our approach to family wealth advising is distinct from traditional wealth management services as we bring together a team to support families with its investments, business and family strategy, as and when needed.
We work closely with families and it’s individual members to manage the allocation of wealth and in designing bespoke investment strategies that align with the family's purpose and needs.
Sayers emphasises the importance of developing strategies for the financial capital and ensuring the family does not underinvest in itself, allowing them to manage and steward their wealth for current and future generations.
Lead Partner
Jason Chequer
Jason has over 30 years of experience advising families and family offices, blending technical expertise in investments and wealth planning with practical, family-centered guidance. He specialises in helping families manage existing wealth effectively and prepares those new to wealth or about to inherit it. Jason collaborates with families, their members, and advisers to design and implement comprehensive wealth management strategies that integrate both financial and family dynamics, ensuring holistic and successful wealth management.
