Family Office


Bespoke and discreet

Family Office Services

Our family office services are highly bespoke and tailored to your individual needs. We become your outsourced Investment Office, with the capability to provide, source expertise for and oversee the full range of financial advisory and management services.

Our Service

Key Facts

Learn about how we work with
→ Families
→ Endowments
→ Family Offices

Enquire Now

What We Believe

  • We believe that families who sustain their wealth across multiple generations manage the wealth as they would a well-run company
  • To help you achieve enduring success we work alongside you as your outsourced investment resource

How We Can Help

  • We provide access to multi-disciplinary advice
  • We carry out investment manager selection, across all asset classes including private equity and real estate
  • We offer consolidated reporting of financial and non-financial assets

Protecting, Enhancing and Enjoying your Wealth

What we offer

Outsourced Investment Office

We act as your family’s outsourced investment team, giving you the benefit of our investment professionals across multiple international locations

Manager Selection

You will benefit from the due diligence we carry out on hundreds of fund managers a year, across all asset classes

Investment Due Diligence

We can support you with due diligence on direct investment opportunities that interest you and which you bring to our attention

Investment Committee

Our Investment Committee consists of team members from each alliance firm and external members with specific specialisations, giving you the benefit of our global tactical asset allocation output

Strategic Advisory

We take views on long term expected returns and volatility, to suggest strategic positioning of liquid and illiquid assets

Consolidated Reporting

We offer sophisticated reporting software, with online capability, that allows you to see all your consolidated assets in one report

Protect your legacy. We help you navigate the complexities and risks of managing your affairs in an ever-changing financial landscape

Why Wren?

Institutional Quality Investment Team

At Wren, we know that forging deep, lasting relationships is the basis for achieving success. We combine a highly bespoke relationship-based service akin to a private office with the breadth and depth of an institutional quality investment team. We have structured Wren with the philosophy of a partnership to be around for the long term in order to match the multi-generational requirements of our clients.

Get in touch

If you want to know more about how we can help you streamline your external advisor relationships, get in touch now to talk to one of our expert wealth management professionals.

Talk to our team


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Single Vs Multi Family Offices

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