
Tony has worked closely with me and my businesses for 10 years, initially as Head of the Family Office and then as a consultant covering a range of high level matters, both personal and corporate. He has been instrumental in ensuring that the family office and my interests are structured in the most efficient way and that we get the absolute best out of our external advisers. Knowing Tony is there brings me great confidence that we take our opportunities and avoid the pitfalls.
Family Office Principal I worked closely with Tony over several years on many substantial assignments. Tony brings a unique experience of having worked with Family Offices both from outside and from within, and has a deep understanding of the dynamics within wealthy families that can either seriously damage relationships or be used to achieve longer-term family happiness and glue.
Leading UK Family Business Consultant Tony is our key contact at one of our main Family Office clients. In addition to his strong intellectual grasp of a very broad range of relevant taxation, trust and legal matters, dealing with Tony is a pleasure as he is always fair and open with us whilst still passionately working in the client’s best interests. His presence at an FO client and grasp of all complexities gives us huge comfort that they are acting under the best advice.
Global Head of Family Offices Division at leading fiduciary firm, trustee and director for a number of single family offices Tony has been our main link into a Family Office client for a number of years. He is closely involved in a whole range of matters, from trusts and family office structures to tax and estate planning. When working with Tony, we know he will fully comprehend our advice, interpret it for his client, and challenge and develop it appropriately where necessary. He is passionately focused on what is the best outcome for his client, whilst acting with total professionalism and integrity.
Private Wealth Partner in leading London specialist law practice Tony has extensive experience of the family office world, and a very broad grasp of many of the more challenging issues affecting family offices. He is remarkably knowledgeable about many specialist tax areas, but always approaches matters with a commercial outlook first. Critically, he is able to analyse issues in a thorough way. At the same time, he knows when to take advice and when to challenge it. I am confident from my own experience working with Tony that having him involved with a Family Office can bring great benefits.
Private Client tax partner, midsize accountancy firm Tony has worked with our family on and off for nearly 20 years, both on family governance and, following sale, on smooth transition of wealth between generations. He is a highly experienced and sensitive practitioner whose depth of understanding of family dynamics has helped us to keep very happy relationships [and a sustainable wealth model] across all three generations.
Fourth generation Family Office Principal
Although the testimonials have been anonymised for the purposes of the website, all contributors have confirmed they would be happy to either discuss matters direct or provide attributed references if requested.