Trusted Consultants for Family Office Principals and Professionals
At Somers Partnership, we provide expert, discreet and highly tailored family office consultancy services to Principals, Next-Gen inheritors and professionals supporting some of the world’s most successful families. Led by Mark Somers, a trusted family office consultant with over 20 years of experience, we specialise in helping families set up, restructure, inherit, or evolve their family office model in a way that reflects their values, ambitions, and legacy.
Our family office consultancy is designed for those who want clarity, confidence, and expert insight, whether you’re just beginning the journey or managing a complex, multi-generational structure.
What Is a Family Office Consultant?
Family office consultancy involves advising families and their teams on how to create, transition, or optimise their family office. Our approach is grounded in understanding the unique dynamics of each family.
Every family is unique and so is every family office. Some clients come to us with a clear vision; others are still defining what they want. In either case, we help you find the right answers so that you can move forward in a way that is aligned with your purpose, people, and proposition.
Whether you're establishing a new structure, inheriting an existing office, navigating internal change, or considering a merger, our focus is always the same: helping you make decisions that serve the long-term needs of your family and reflect your values.
Why Choose Somers Partnership for Family Office Consultancy?
Family offices are complex ecosystems. They encompass wealth management, philanthropy, private business interests, household operations, governance structures, and more. Often, they must adapt over time to meet the evolving needs of multiple generations.
With over two decades of experience advising some of the world’s most private and complex family offices, Mark Somers is regarded as one of the top 50 family office consultants globally as voted for by the readers of Family Capital. He understands the delicate balance between family dynamics, strategic planning, and operational efficiency.
Mark’s approach is highly personal, entirely confidential, and always tailored to your unique context. It’s not about templates or tick boxes, it’s about what matters to you.
Our consultancy helps family offices:
- Clarify their purpose and long-term objectives
- Define and articulate values that shape decision-making
- Refine the proposition: what the office does, for whom, and how
- Align the people, both family and professionals, with the mission
- Improve governance, operational efficiency, and succession planning
- Attract and retain top-tier leadership talent
- Plan for the future, whatever that future may look like
Our Family Office Consultancy Services
We work globally with single and multi-family offices, entrepreneurs, next-gen inheritors, and senior family office professionals. Our consultancy supports clients at every stage of their journey, with particular expertise in:
Setting Up a Family Office
Establishing a family office can be a transformational step in a family’s journey. We help you:
- Define the right model, whether that’s single or multi-family, internal or outsourced
- Clarify what services the office should deliver and to whom
- Identify the right talent to lead and manage the office
- Ensure your structure supports long-term aims, privacy, and discretion
Inheriting a Family Office
For next-generation family members inheriting leadership roles or entire offices, we provide a trusted space to explore:
- How the office has evolved and what it was built for
- What needs to change to reflect new leadership and priorities
- Who is in place now, and whether that team fits the future vision
- How to make transitions sensitively and strategically
Restructuring a Family Office
Family offices often evolve without a clear plan, especially during times of change. If you’re reviewing your current setup, we can:
- Help you evaluate what’s working and what’s not
- Simplify or streamline services
- Redefine roles and responsibilities
- Support the creation of a more agile, responsive structure
Merging Family Offices
In some cases, merging two or more single family offices into a multi-family office structure makes strategic, financial, or operational sense. We advise on:
- Cultural and operational integration
- Defining shared services and boundaries
- Role mapping and leadership planning
- Ensuring every families’ values and priorities are respected
Talent and Leadership Planning
- Defining roles and responsibilities within the family office
- Advising on hiring C-suite professionals, including CEOs, CIOs, CFOs, and COOs
- Ensuring cultural alignment with the family’s ethos and legacy
- Coaching and development planning for next-generation family members
Mark Somers: A Specialist in Family Office Consultancy
Mark Somers is one of the UK’s leading family office consultants, known for his discretion, strategic insight, and ability to navigate the intersection of family and business. With over two decades of experience in executive search and human capital consultancy for family offices, Mark brings exceptional industry knowledge and a people-first approach.
Mark has written three books on family offices and the complexities of setting up, running and future-proofing these unique organisations, with a focus on human capital and the importance of surrounding yourself with the right people. He has won awards for thought leadership in the wealth management industry and has advised hundreds of family offices over the last two decades.
As a veteran, and founder of a family business, Mark brings a unique approach to family office consultancy that is aligned with the challenges and opportunities facing families today. It is with a strategic, long-term focus that Mark will guide you towards a resolution and with people always at the forefront of every decision.
Mark works closely with family Principals and their senior teams to identify what their family office needs today and what it will need in the decades to come. Whether you are creating a single-family office, restructuring an existing one, or planning for generational handover, Mark helps you design a model that is both practical and personal.
A Values-Based Approach
We believe that a successful family office reflects the values of the family it serves. Our consultancy is grounded in the V4PⓇ model - Values, Purpose, Proposition, People and Pay - to ensure alignment between what the family believes, what it wants to achieve, and how the office is run.
This values-based approach allows us to support Principals in creating long-lasting structures that go beyond wealth preservation to impact, innovation, and legacy building.
Who We Work With
Our family office consultancy clients include:
- Principals of UHNW families
- Next-generation family members preparing for leadership
- Senior executives within family offices
- Trustees and legal advisers
Whether you run a small, private single-family office or a complex, multi-generational enterprise, we offer the strategic support and insight you need to succeed.
Global Perspective, Personal Service
Based in the UK with a global network, we understand the regional, cultural, and legal nuances that shape family offices worldwide. While our roots are in London, our work spans family offices in Europe, North America, the Middle East, and Asia.
Every family is different. Every office is different. Our consultancy is bespoke, confidential, and always tailored to your circumstances.
Let’s Talk
If you're looking for experienced, insightful family office consultants who understand the emotional, strategic, and operational realities of working with UHNW families, we invite you to speak with Mark Somers directly.
Contact us today to discuss how our family office consultancy services can support your goals, both now and for generations to come.
Email: mark.somers@somerspartnership.com
Phone: +44 (0) 203 137 3275
