Newsletter Archives - Somers Partnership

Where Conviction Meets Capital: New Somers Partnership Research into Family Office Investment Strategies

Family offices are rarely short of investment opportunities. The more difficult question is where conviction is strong enough to translate into capital. Our latest Somers Partnership research report, Where Conviction Meets Capital, explores that question through the investment priorities, concerns and future plans of family office principals, CIOs, investment directors and senior investment professionals across

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Does your family always need an outsourced CIO

Does Your Family Office Always Need a Full-Time CIO?

Family Offices, Finance, Newsletter, Recruitment

Deciding how to structure the investment function is one of the more significant organisational decisions a family office can make. The Chief Investment Officer is often a pivotal appointment. They may be responsible for translating the family’s objectives into investment strategy, overseeing portfolios and external managers, assessing new opportunities, managing risk and ensuring that investment

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The Rise of Alternative Education for Family Offices

Family Offices, Newsletter

For generations, education has been the ultimate status signal among ultra-high-net-worth (UHNW) families. The right prep school, the right public school, the right university – these, institutions – often British – delivered not only academic credentials but social and cultural capital. Today, that landscape is shifting. Affluent families are increasingly reviewing their education options in favour of more personalised, flexible pathways. Residential tutors, microschools,

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Why Portugal? Why Family Offices Are Looking Beyond Traditional Wealth Hubs

Family Offices, News, Newsletter

Over the past eighteen months, one destination has appeared in conversations with increasing frequency. Not Switzerland. Not Monaco. Not Dubai. Portugal. Interestingly, these conversations rarely begin with tax. They begin with uncertainty. Families are asking different questions today than they were five or ten years ago. Rather than simply asking “Where should we invest?” They

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Family Offices Don’t Need More Advisers. They Need the Right Connections.

Family Offices, Newsletter

The modern family office has never had access to more expertise, or been more bombarded by suppliers wanting to sell to this sector. Across every aspect of family office management, from investment strategy and governance to cybersecurity, succession planning and next-generation engagement, there is no shortage of advisers, consultants and specialist service providers offering support.

Family Offices Don’t Need More Advisers. They Need the Right Connections. Read More »

Inheritance Tax Reform and the Acceleration of Succession

Family Offices, News, Newsletter, Wealth Management

When Policy Deadlines Reshape Family Timelines The UK’s evolving approach to inheritance tax, particularly in relation to business and agricultural property relief, has shifted succession planning from a long-term intention to an immediate strategic priority. With thresholds, qualifying criteria and timing changes moving towards implementation in April 2026, many entrepreneurial and landowning families are finding

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When Family Dynamics Go Public: What the Beckham Moment Teaches Family Offices About Succession, Governance and Security

Family Offices, News, Newsletter

Family offices exist to preserve wealth, reputation and legacy across generations. Yet increasingly, the most significant threats to that legacy are not market volatility, tax reform or geopolitical instability, but human behaviour and digital exposure. Recent social media activity involving Brooklyn Beckham, alongside widely reported allegations and tensions relating to his parents, David and Victoria

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A Global Family with a 900-Year Promise: Serving Humanity Without Borders

Family Offices, Newsletter

A Global Family with a 900-Year Promise: Serving Humanity Without Borders Imagine an organisation that has stood for compassion and care for nearly a millennium — an Order whose mission began in Jerusalem in 1070 and continues today across more than 45 countries. That organisation is the Order of St John, a unique blend of

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The Hidden Challenges of Family Office Careers and why skills alone won’t get you hired

Family Offices, Newsletter, Recruitment, Wealth Management

The world of family offices is undergoing profound change. Across the globe, the number of single family offices has risen dramatically. Deloitte estimates that the total has grown from around 6,130 in 2019 to more than 8,000 today, with assets under management forecast to reach $5.4 trillion by 2030. Families are professionalising their structures, broadening

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