Private Office

Comprehensive stewardship for families with complexity

Our Private Office is the most complete expression of our promise: Wealth and Legacy in Motion.

Designed for families whose wealth, structures and responsibilities require deeper coordination and leadership. We act as a single, accountable partner, integrating disciplined investment governance with broader family, structural and decision-making considerations.

Overview

Our private office team is engaged when complexity  extends beyond our wealth management services.

Major liquidity or transition events

Business sales, IPOs, inheritances or significant asset realisations requiring structured reinvestment and governance.

Multi-entity structural complexity

Trusts, companies and philanthropic vehicles requiring consolidated oversight and coordinated reporting.

Significant private markets exposure

Private equity, credit or real asset holdings requiring institutional due diligence and disciplined monitoring.

Outsourced CIO requirements

Formal investment policy, documented decisions and structured committee oversight.

Intergenerational wealth transfer

Succession planning supported by aligned governance and shared family understanding.

Family governance formalisation

Defined decision rights, meeting structures and sustainable governance frameworks.

Outsourced CIO & Investment Governance

Nectar & Co. x Lipman Burgon - Frame 3

Institutional-grade oversight across public and private markets, including policy design, portfolio construction and disciplined implementation.

Private Markets Curation  & Due Diligence

Nectar & Co. x Lipman Burgon - Frame 16

Rigorous sourcing and assessment of private market opportunities aligned to objectives, liquidity and governance standards.

Consolidated Reporting  & Administration

Nectar & Co. x Lipman Burgon - Frame 15

Clear visibility across entities, accounts and asset classes through coordinated data capture and integrated reporting.

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Case Study

Post-liquidity event: establishing governance after a business sale

Following a business sale, a family's wealth shifted from a single operating asset into realised capital that now had to be governed across multiple entities and generations. With it came a set of decisions their existing arrangements were not built to handle: how much liquidity and risk to carry, and how to bring together the accountants, lawyers and investment advisers who had each been working to their own brief. What they lacked was not advice but a way to decide coherently.

We established a single governance framework to sit above the detail: clear objectives, defined liquidity and risk parameters, and an agreed basis for how decisions would be made and by whom. Good governance let the family weigh each choice against their longer-term intentions rather than in isolation. We then coordinated the wider adviser group so everyone worked from shared context, with each recommendation implemented in line with the family's own decisions.

What changed:

Within around six months, fragmented advice had been replaced by a unified governance model. Decision fatigue eased, advisers worked from a common view, and the family gained confidence in preserving and growing the wealth the sale had realised.

Illustrative composite. Details have been changed to protect client confidentiality.

Services

Family Governance

Family charter and constitution

The written articulation of how the family organises itself: shared purpose, guiding principles, and the structures that connect entities, roles and forums.

Decision rights and family council

Clear authority for every material decision, and the council and committees where those decisions are made and recorded.

Family meeting cadence

A meeting rhythm that holds: standing agendas, decision registers and clear ownership of what happens between meetings.

Next generation pathway

A staged path through financial literacy, investment judgement and governance fluency, building capability well before it is called on.

Services

Additional Family Services

Succession & Transition Planning

Guidance for ownership and leadership transitions across trusts, operating entities and family governance forums; aligning roles, responsibilities and structures with a unified intent for the future.
Philanthropy & Impact Strategy

Development of philanthropy programs and coordination of charitable structures or impact investments, with specialist execution to ensure giving is effective and aligned with clear family values.
Facilitation & decision support

Designed to support families at critical decision points, including meeting facilitation for complex discussions or conflict de-escalation, to help the family move forward with clarity and mutual respect.