Twenty Years of Trusted Relationships, Made Available to Your Family Office
Family offices face increasingly complex challenges and opportunities.
Whether navigating succession planning, governance, investment strategy, operational transformation, next-generation engagement, philanthropy or the recruitment of specialist expertise, the decisions facing Principals and family office leaders often require highly specialised advice and insight.
The challenge is rarely finding advisers, too many chase you. The challenge is identifying the right advisers.
For more than twenty years, Somers Partnership has worked at the heart of the global family office community. Through our executive search practice, we have developed trusted relationships with family office executives, advisers and specialist service providers across every aspect of family office management and private wealth.
These relationships have been built carefully over time, through successful engagements, personal recommendations and long-standing professional partnerships.
Today, we make that experience and those relationships available to our clients through our strategic family office advisory services to de-risk engaging a new provider.
Quite simply, we provide twenty years of trusted relationships, made available to your family office.
Independent Advice. Trusted Connections. Complete Discretion.
Led personally by our Founder, Mark Somers, this family office service begins with understanding your family's unique circumstances, priorities and ambitions.
Through confidential discussions, Mark works closely with Principals, family members and family office leaders to gain a detailed understanding of the opportunities they wish to pursue and the challenges they wish to address.
Drawing upon more than two decades of experience within the family office sector, he provides independent guidance and helps identify the expertise most relevant to your specific requirements.
Importantly, our recommendations are never influenced by commissions, referral fees or commercial arrangements with third parties.
Clients engage Somers Partnership directly on a consultancy basis, ensuring that every recommendation is made solely with their interests in mind.
Our role is not to sell family office services. Our role is to help you access the expertise, insight and relationships that can create meaningful value for your family and your family office.
Access to our Curated Family Office Ecosystem
Over the last twenty years, we have cultivated one of the most extensive and trusted networks anywhere within the family office services sector.
This ecosystem includes family office executives, investment professionals, legal advisers, governance specialists, tax experts, risk consultants, private client advisers, philanthropic advisers, education specialists, technology providers and many other experts who support high net worth families worldwide across all disciplines.
The value of this network lies not just in its size, but in the quality of the relationships within it.
Every connection has been established through years of collaboration, cross-referencing, observation and experience. We understand not only what these individuals and organisations do, but how they work, where they add value and which situations they are best equipped to support.
Rather than spending months identifying, assessing and engaging potential advisers, our clients gain access to relationships that have already been built and trusted over decades, allowing you to de-risk, speed up and go forward with confidence of the right suppliers.
Discretion Without Compromise
Trust and confidentiality sit at the centre of everything we do.
We recognise that family offices often need to explore sensitive matters privately before deciding on a course of action. For this reason, discussions with Somers Partnership are conducted in strict confidence.
We do not disclose the identity of our clients, their circumstances or their objectives when recommending advisers or facilitating introductions.
Where introductions are made, clients remain entirely in control of what information they choose to share and whether they wish to proceed. We use NDAs where appropriate to protect our clients interests.
Our role is to create access to trusted expertise and family office services while preserving the privacy, independence and discretion that family offices rightly expect.
Who We Work With
Our family office services have proven invaluable to:
- 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 family office services you need to succeed.
Discover how you could benefit from our family office services
Contact Mark Somers for a confidential conversation and find out more about our family office advisory service.
Email: mark.somers@somerspartnership.com
Phone: +44 (0) 203 137 3275
Bringing you insights from the family office ecosystem
We turned twenty years of experience and relationships with the leading lights from the family office ecosystem into a book to help guide Principals through the process of setting up, growing, inheriting and future-proofing your family office. Family Office Fundamentals: Human Capital Matters includes insight and expertise from more than 50 family office executives, advisers, academics and Principals and is a must-read for family offices.
“This is the ultimate guide for practitioners and family members. We have added many of Mark’s chapters to our family office meeting agenda” - Michael Faber, Principal of Next Point, a single Family Office.
